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Assign a Site Theme to a Client View

It's important to make sure your client portal matches your firm's branding. Use site themes determine the look and feel of client views to ensure clients get a consistent branding experience. For more information on client views, see Create a Client View.

To assign a site theme to a client view:

1. On the Client Reporting menu, click Client Views.

2. In the Select a Client View list, click the client view where you want to assign the site theme.

3. In the Theme list, click the theme you want to assign to the client view.

   

4. Click Save.