Uploading Files & Getting Client Approvals — PortalKit Guides | PortalKit

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Files

Uploading Files & Getting Client Approvals

Upload deliverables to a project, notify the client, and manage their approval or change-request feedback.

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Welcome to PortalKit — Full Walkthrough

Getting Started

Welcome to PortalKit — Full Walkthrough

A complete overview of the PortalKit dashboard, your workspace, and the client portal experience from both sides.

Sending Invoices & Getting Paid

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Invoices

Sending Invoices & Getting Paid

Create invoices from accepted quotations or from scratch, add payment links, and track paid/overdue status.

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Customising Your Client Portal

Customising Your Client Portal

Change portal colours, logo, custom domain, and the welcome message clients see when they log in.