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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.

Difference Between Members & Guests

See whether you need Members, Guests, or both. Learn how to create them.

Set Up One Off & Recurring Events

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

How To: Set Up & Manage User Tags

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

Set Up & Manage Google Apps Integrations

Easily integrate your Clinked client portal with Google Apps.

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

Group Ownership

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

Content Following

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

Adding Group Labels

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

JotForm Integration

Discover how to integrate JotForms into the ‘Notes’ section of your client portal.
https://www.youtube.com/watch?v=hWk95Bek3uE

QuickShare

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

@Mentions Messaging

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

Creating Notes

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

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.

Having Discussions

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

E-mail Sharing

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

Version Control

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

File Permissions

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

File Approvals

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

Password Protected Shares

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

Sharing Content With Guests

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

How to create Groups And Members

Learn how to create and duplicate your Clinked groups and invite members into each.

Setting Up Clinked

Learn the basics of branding, creating groups and collaborating with Clinked in 3 minutes.