Onboarding your clients: Onboarding using a Digital form

Adding clients and sending invitations with a Digital Form has become the most beneficial way to introduce a client to the portal and get the answers you need.

You can choose to invite your clients to the portal with a blank digital form, or a prefilled or partially filled form before sending it.

Onboarding your client with a blank digital form

1. In your Partner Portal navigate to Clients>Client list.
   
2. Click 'Add clients'.
   
   
   
   
3. Select Add Individual or Add Client Group .
   Note: A client group, must have unique emails address for each group member.
   
   
   
   
4.  Enter their name, email address and advise if they are a Personal or Business client. You can also choose their subscription type. 
   
   
5. Ensure you select 'YES' to sending the client a welcome email, and choose the digital form you wish to send with the invitation. 
   
                 
   
   Note : Group name can be adjusted 
   
   
   Once you have set up your individual or client group and selected the digital form you wish to send with the invite, click 'Add'.
   
   
6. The client/client group will now appear in your client list with 'New' next to their name. 
   
   
   
   
7. To keep track of your client's portal activation status and last login details, you can export your client list to CSV.
   
   You may also like to monitor the progress of a digital form, see  How do I view/edit/review/complete a client's digital form?

Onboarding your client with a pre-filled or partially filled digital form

1. To pre-fill a digital form prior to inviting a client, simply follow steps 1- 4 from above.

2. Ensure you select 'NO' to sending the client a welcome email.

   
   
   
   Once you have set up your individual or client group, click 'Add'.
   
   
3. Your Client/Client Group will appear in your client list with the word 'New' next to their name. 
   
   
   
   
4. You can now open a new digital form for your client/s and pre-fill the form before sending. 
   
   
5. Once you have added the information, in the form details page, simply click Send to Client. This will send them an email and will allow activation.
   
   
   
   
6. To keep track of your client's portal activation status and last login details, you can export your client list to CSV. You may also like to monitor the progress of a digital form, see  How do I view/edit/review/complete a client's digital form?
   
   Example Invitation email when onboarding client using a digital form
   
   Email subject: Please complete the digital form : (Your form name here)
   
   
   
   

Related articles
How do digital forms work?
How do I view/edit/review/complete a client's digital form?
How do I export my client list to CSV?