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• 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/fe95e4aPopular