Videos

If you’re considering adopting a client portal, it’s crucial to ask yourself these seven questions before making a final decision.

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

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

Here’s a quick and simple explanation for you!

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

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

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

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

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

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

Client Management has never been so easy!

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

We explain the four types of notifications available with Clinked.

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

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

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