How does the Client Panel work?

Created: 2014-04-08
Last updated: 2021-11-09

Thanks to the Client Panel, your clients are able to log in and see their documents with payment statuses. 

In order to enable the Client Panel, go to Settings > Account settings > Enable Client Panel

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Now go to Client details and click See more options > URL panel. You will be redirected to a page with that client's documents. Simply copy the URL and paste it to your client.

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