Client portal

Set up the client portal Turn on the client portal, choose its address, set the portal options and give clients access so they can sign in and see their documents. Interactive walkthrough Use a subdomain for your portal Move your client portal from a path address to its own subdomain of the Bilify domain, with no DNS work on your side. Interactive walkthrough Requires: Portal on your subdomain Use your own domain for the portal Serve your client portal from a domain you own, such as portal.yourcompany.mk, with the DNS records to add, verification statuses and HTTPS. Interactive walkthrough Requires: Portal on your own domain Hide Bilify branding in the portal Remove the "Powered by Bilify" badge from your client portal so it carries only your company name, logo and color. Requires: Remove Bilify branding What your clients see in the portal A tour of the client portal from your client's side, which documents appear, what clients can do there and what stays private.