Resources - Clinked

client portal - files management

Virtual Data Room by Clinked

Everything you need to know about our offering.

7 Questions to Consider Before Purchasing a Client Portal

The Clinked custom client portal

A bespoke solution from Clinked. For those who require a completely custom portal built to your precise specifications.

Member Types in Clinked

We’re here to explain everything you need to know.

What Is End To End Encryption?

Here’s a quick and simple explanation for you!

Embedding Jotform

Using JotForm, you can create forms, integrate them with Clinked Notes and receive responses by email.

Applying Permissions To Content

We make it easy for you to apply tight controls to your content.

The Difference Between Members And Guests!

Watch this 60 second video to gain a clear understanding between the Members & Guests.

Tailoring Your Group Homepage

A way to filter out the unnecessary content and only show customers what they need to see first and foremost.

Clinked: Adding an iframe

iFrames are a great way to show live external content inside your portal.

How to Take Payments Through Clinked Using Jotform

how to use our Jotform integration to create payment forms and take payments directly through your Clinked portal.

Client Portal by Clinked: The easiest to set up and use

Client Management has never been so easy!

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.

Communication Using Clinked Portal

Learn more about communication features within Clinked

How To: Discussions In Clinked

Top use cases and tips to make the best out of discussions in Clinked

How To: Clinked Files Functionalities

Share, comment, annotate, approve & sign documents within Clinked.

How To: Zapier Integration

Connect over 3000 apps to your Clinked account with our Zapier integration.

How to: Clinked Notifications

Adjust your notifications settings to stay up to date on content you care about.

How To: Clinked Subgroups

Subgroups help you carry information across multiple groups easily and quickly.

From Client Satisfaction to Client Experience

Go beyond standard client satisfaction to deliver a great digital CX with Clinked

5 Benefits Of Customer Portal Software

5 key benefits of customer portals for businesses
Key stats on collaboration trends in the workplace

The Top 5 Use Cases For Client Portals

5 different ways that businesses use their client portals
Key stats on collaboration & communication with team members

Project Managers, Client Portals & Productivity

Key stats on the use of software in the workplace
Ways PMs can embrace clients portals increase productivity

How To Improve Client Relations

10 ideas to keep your customers happy and improve retention
Key stats on managing client relations in the workplace

The Importance Of Business Branding

Why you should be branding your business
Examples of companies with effective branding

Cloud Collaboration For Businesses & Teams

Top 4 benefits of cloud collaboration for businesses
Key stats & trends around team collaboration in the workplace

Cloud Collaboration Software 101

How cloud collaboration software impacts today’s business landscape
How embracing the cloud makes businesses more competitive

How To Brand Your Business Like A Boss

How can white label help you develop your brand equity

client portal what is it

The Ultimate Guide To Client Portals

Everything you need to know to choose the right platform

Film case study

Media & Entertainment: Juniper Post

The pain that Juniper Post experienced before Clinked
The solutions that Clinked provided for Juniper Post

government case study

Government Organization: FHWA

The pain points for FHWA before Clinked was implemented
How Clinked has provided relief for FHWA

Manufacturing case study

Global Manufacturing: Welding Alloys

The pain points for Welding Alloys, before Clinked was implemented
How Clinked has provided a solution and relief for Welding Alloys

Architects case study

Architecture: KJ Architects

The pain points for KJ Architects before Clinked was implemented
How Clinked has provided a solution for KJ Architects

Health and safety case study

Health & Safety: SafetyMARK

The pain points for SafetyMARK before Clinked was implemented
How Clinked has provided relief for SafetyMARK

Accounting case study

Accounting Practice: Outbased

The pain points for Outbased before Clinked was implemented
How Clinked has provided a solution and relief for Outbased

Publishing case study

Publishing: Ren Diller

The pain points for Ren Diller & her editors, before Clinked
How Clinked has provided a solution and relief for Ren Diller

Technology Case Study

Technology: Exaget

The pain points for Exaget before Clinked was implemented
How Clinked has provided a solution and relief for Exaget

How To: Set Up & Manage User Tags

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

Understanding Notifications in Clinked

We explain the four types of notifications available with Clinked.

Uploading & Managing Files & Folders

With Clinked, you can easily upload your documents and folders.

File Permissions

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

Sharing Content With Guests

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

Client portal for accountants

Client Portals For Modern Accountants

Everything you need to know to choose the right platform

Accounting client portal

Need A Client Portal For Your Accounting Firm ?

Take our 1min quiz to find out if you could benefit from a client portal

Clinked Group Onboarding & Refresher

Get up to speed (or refreshed) on how to set up your Clinked account

How The Cloud Can Make You A Better Manager

The ways in which the cloud can improve management
How the cloud is beneficial to employees and business owners

White Label Software For Businesses

The benefits of white label software over non-branded software
Whether white label software will suit your business

Discover the Power of Client Portals

What is a client portal and what are the main benefits for my business?

Grow your business with client communication

Grow Your Business With Client Communication

Use communication as a growth driver for your business

partner portal checklist

Does Your Business Need A Client Portal?

Take our 1min quiz to find out if you could benefit from a client portal

Upgrade your client experience today

Choose a Clinked Client Portal for your Business. Upgrade your client experience today with our fully white label, best in class client portal.

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