Video Tutorials

Here are all of Clinked’s video tutorials, all in one place. Learn the ins and outs of Clinked’s client portal and begin collaborating with your team straight away.

Setting Up Clinked

Learn the basics of setting up, branding and collaborating with Clinked in 2 minutes.

Recurring Events

Save time with your Clinked calendar by setting up specific events to recur daily, weekly, monthly or yearly.

Managing Guests

Learn how to how to share content, manage and create accounts for Guest users.

Password Protected Shares

Keep your documents extra secure by adding a password before sharing externally.

File Approvals

Get your documents finalised by requesting approvals from clients, team members or managers.

File Permissions

Increase security by controlling file access with Clinked’s ‘file permissions’ feature.

Version Control

Upload new versions of documents, without losing access to the previous version.

E-mail Sharing

Find out how you can share your files via e-mail with Clinked.

Having Discussions

Set up discussions forums and share ideas with your team members and clients.

Setting Up Events

Create events, invite team members and clients, and set e-mail reminders.

Creating Tasks

Learn how to add tasks, including assigning team members, setting deadlines, and adding comments.

File & Folder Sharing

Find out how to share your files and folders within your Clinked client portal with this video demo.

Creating Notes

Have a look at what you can do with Clinked’s ‘notes’ feature. Create tables, embed videos, add images and more.

@Mentions Messaging

Communicate with team members, clients and managers by using Clinked’s @mentions feature.

QuickShare

In a rush? Here’s how to share your files and folders in seconds.

JotForm Integration

This video teaches you how to integrate JotForms into the ‘Notes’ page in your client portal.

Adding Group Labels

This is how you can quickly and easily rename your groups and projects.

Content Following

Follow content and get notifications of any changes that have been made.

Group Ownership

Find out how your groups can be transferred across accounts and moved to different dashboards.

Annotations

Learn how you can add annotations to your documents within your Clinked client portal.

E-mail Uploading

With Clinked, you can easily upload your documents and folders via e-mail.

SmartSync

Have a look at SmartSync, Clinked’s desktop app for updating documents on-the-go.

Google Apps Integration

Easily integrate your Clinked client portal with Google Apps.

User Tags

Learn how you can add user tags to your team members and clients.

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