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Email Address (Clients)

Type the email address of the client. This is the email address the client will use to sign into the Tamarac Reporting client portal. It is also the email address used to send email notifications, such as announcements that documents have been posted and password reset requests. For security reasons, we do not send documents or attachments to this email address and instead the client can sign into the portal to view confidential information.

For more information on editing client records, including how to navigate to this panel, see Clients/Client Portals Page Actions, Views, and Filters.