How to create a client portal guide
- Amy Gould |
- 0 step |
- 44 seconds
Navigate to [https://hello.dubsado.com/dashboard](https://hello.dubsado.com/dashboard)
Click "Templates"
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Click "Forms"
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Click "Template Library"
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Click the "Select type of form" field.
Type "client portal guide [[enter]]"
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Click Client Portal Guide
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Click "Copy to Account"
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Click "Save form"
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You'll want to customize this guide with your header image and screenshots from your client portal.
Want to make guides like this in seconds? Yes, it's really that fast.
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