How to create a client portal guide | Scribe

    How to create a client portal guide

    • Amy Gould |
    • 9 steps |
    • 44 seconds
    1
    Navigate to [https://hello.dubsado.com/dashboard](https://hello.dubsado.com/dashboard)
    2
    Click "Templates"
    3
    Click "Forms"
    4
    Click "Template Library"
    5
    Click the "Select type of form" field. Type "client portal guide [[enter]]"
    6
    Click Client Portal Guide
    7
    Click "Copy to Account"
    8
    Click "Save form"
    9
    You'll want to customize this guide with your header image and screenshots from your client portal.