Releventful

Learn how to preview the client portal and control which tasks, documents, messages, and event details clients can see.

Understanding What Clients Can See in the Portal

Learn how to manage portal access so the right clients, contacts, and employees can view and interact with an event.

Managing Portal Access

Learn how to create and manage client To-Dos with clear instructions, due dates, ownership, visibility, and completion tracking.

Managing Client To-Dos

Create a reusable planning form to collect details such as catering choices or enhanced services. Attach the questions to a To-Do when a client needs to complete them.

Creating and Managing Planning Forms

Keep planning questions accurate while choosing whether the change belongs in a reusable form, a workflow or one client's event.

Editing Planning Forms

Learn how to upload and share documents through the client portal while controlling client access and verifying visibility.

Share documents and files through the event portal

Learn how to use portal messaging to keep event communication organized and send messages and attachments to the right recipients.

Messaging Through the Portal

Learn how to include an outside recipient in a portal message without giving them portal access or access to previous conversations.

Adding an External Person to a Portal Message Without Giving Them Portal Access

Naomi Sherman

Learn how to create and manage portal templates, client access, planning tasks, forms, files, and communication throughout the client experience.

Portal Templates Client Portal

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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