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Select Pages (Client Views)

These client views lists allow you to choose the pages you created for the key areas of the client portal:

• Accounts
• Document Vault
• Assets/Liabilities
• Dashboard
• Service Team

You do not need to select a page for every key area, but you must select at least one page for at least one of the areas to create a client view. For example, it is not required that a client view have an Accounts page, Document Vault page, Assets/Liabilities page, Dashboards page, and Service Team page; however, it must include at least one of those pages.

Learn More

The following related links may be helpful:

• Create a Client View
• Setting Up Client Portals
• Learn More About Client Portals