Clinked’s Top 5 Use Cases For Client Portals!

In this video we explore the top 5 use cases that cause companies to make the move into the client portal space.

https://www.youtube.com/watch?v=2UXhkgFRIp4

Set Up One Off & Recurring Events

Set up one off events or make them recurring daily, weekly, monthly or yearly.

https://www.youtube.com/watch?v=MDwtJy2-3rg

Set Up & Manage Google Apps Integrations

Easily integrate your Clinked client portal with Google Apps.

https://www.youtube.com/watch?v=Q62zkQ2ocnc

Group Ownership

Transfer your groups across accounts and move them to different dashboards.

https://www.youtube.com/watch?v=rJ0tLSMXm5I

Content Following

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

https://www.youtube.com/watch?v=cpcLe0baPdM

Adding Group Labels

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

https://www.youtube.com/watch?v=hWk95Bek3uE

QuickShare

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

https://www.youtube.com/watch?v=c7bv9EaKKC0

@Mentions Messaging

Communicate with team members & clients by using @mentions feature.

https://www.youtube.com/watch?v=giXvTZOtgks

Creating Notes

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

https://www.youtube.com/watch?v=S0lyVL_mZnc

File & Folder Sharing

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

https://www.youtube.com/watch?v=Y0HQ5ztKghQ

Creating Tasks

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

https://www.youtube.com/watch?v=0gB9iipwgIw

Setting Up Events

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

https://www.youtube.com/watch?v=XlEyCx22_eg

Having Discussions

Set up discussions forums. Share ideas with your team members & clients.

https://www.youtube.com/watch?v=RMaG_I140cg

E-mail Sharing

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

https://www.youtube.com/watch?v=nw7Wo8BGIcw

Version Control

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

https://www.youtube.com/watch?v=48MVm6nWqxU

File Approvals

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

https://www.youtube.com/watch?v=HQWERvrLwxs

Password Protected Shares

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

Upgrade your client experience today

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