Client Portal

1. Click on the 'Clients' tab on the  ArborNote Desktop Sidebar Navigation

2. Double-click on a client name to open the client's summary view and then click on the pencil icon.

3. From the edit client window -- change Client Portal Access to "Anyone with the link". Next, click on "Copy Link".

5. Copy and paste the URL to your web browser to view the client portal to see all proposals by status.