• English
Go to website
Back
Articles on:Client Portal Workspace
Use the Relationship Room / Client Portal Workspace to share files, exchange messages and manage the relationship between you and your client securely.

Categories

  • Getting Started
  • The Basics
  • FAQ's
  • Apps
  • Numbering
  • Reports
  • Bundling Workspace
  • Document Review
  • Virtual Data Room
  • Litigation Workspace
  • Meeting Workspace
  • Collaboration Workspace
  • Client Portal Workspace
  • Search
  • Annotations
  • Outlines
  • Others
  • Apps available in Relationship Workspaces
    You can choose which apps you would like turned on or off in your Relationship workspaces. Below are the apps available to you in these workspaces. You must be a Workspace Admin to access this screen. You can access your workspace apps by clicking the 'Manage Workspace' tab. When the [Baskets](/en/article/bPopular
  • Client Relationship Portal - The basics
    Welcome to Safelink! This guidance document will show you how to login, upload and securely manage relationships between you and your client. Note that your workspace may look a little different depending on which apps have been enabled by your Workspace Admin. We hope you enjoy using the system and find the following information helpful. Login Safelink has several login options that can be set up based on your security requirements. ![](https://storage.crisp.chat/users/helpdesk/wePopular
  • Relationship workspace / Client portal workspace
    Use the Client Portal Workspace to share files, exchange messages and manage the relationship between you and your client securely. You can upload files or folder structures of any format and size. The system can receive, process and display all major file-types. You can upload individual files, entire folder structures and ZIP files for larger datasets. The system processes all files on upload to make them fully searchable. ![](https://storage.crisp.chat/users/helpdesk/website/fe95e4aSome readers

Not finding what you are looking for?

Chat with us or send us an email.

  • Chat with us
  • Send us an email

© 2021

We run on Crisp Knowledge.