• English

Go to website

• Apps Available in Relationship Workspace / Client Portal Workspace

  Apps Available in Relationship Workspace / Client Portal Workspace You can choose which apps you would like turned on or off in your Relationship workspace. Below are the apps available to you in this workspace. You must be a Workspace Manager to access this screen. You can access your workspace apps by clicking the 'Manage Workspace' tab. ![](https://storage.crisp.chat/users/helpdesk/website/fe95e4aSome readers

• Relationship Workspace / Client Portal Workspace

  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://storSome readers

• How to Manage Client Relationships in the Client Relationship Portal - The Basics

  How to Manage Client Relationships in the 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 onFew readers