All Collections
Client Portal (available with Premier)
In Client Portal, you can create roadmaps for your clients, manage documents, and communicate via comments with your clients and your team.
By Frances and 1 other2 authors23 articles
Frequently Asked Questions About Roadmaps
Building a Roadmap TemplateThis article is for admin and TC roles only.
3 Sample Roadmap Templates
Deleting a Roadmap TemplateThis article is for admin and TC roles only.
Assigning a Roadmap Template to a Transaction
Removing a Roadmap from a Transaction
Sending Branded Client Portal Links to Clients
Customizing a Client's Roadmap
Changing Roadmap Notification Preferences
Embedding Videos in a Roadmap StepThis article is for admin and TC roles only.
Finding a YouTube Video ID
Comments