Use a client portal when a client needs one branded place to review documents, project progress, media, approvals, and next steps.
Configure the portal
- Open Settings and select the Client portal tab.
- Choose the portal name, logo, colors, and login experience.
- Select the modules the client should see, such as documents, projects, media, approvals, chat, or signing.
- Configure the portal address. Pro includes a branded Docsiv subdomain (youragency.docsiv.com); Agency can use a custom domain (portal.youragency.com) when the domain setup is complete.
- Preview the portal, save the settings, and invite the client.
Keep the portal focused on the work the client needs to act on. You can continue editing the underlying project and documents while the client uses the portal as their delivery space.