Client Portal

How-to Share Client Portal: 

1. Start off in the main screen on the ArborNote Desktop App

2. Find the projects tab and click the "List" view

3. Click on the desired client's name

4. Change the "Client Portal Access" to "Anyone with the link" (Note: The default is set to restricted). Next, click on "Copy Link" 

5. Copy and paste the URL to your web browser to view the client portal. Now you can see, Approved, Completed, and Needs Approval status proposals.