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Lastly, we recommend you to navigate to 'File Name Templates'. These will allow you to set some pre-defined file names so that when you upload a file to the portal. You can quickly and consistently rename the file.

Client Portal Settings

Head to your Settings - Left Hand Side - Portal - General Settings

From here you can amend the settings and permissions that you want your client to see / interact with 

Client Login Screen

This is where you can really look to customise the look and feel for when your client is logging - get your branding in there, get your colours and and play with some newly created emojis. Your portal login screen represents you and your practice

Folder Templates and Structures

This is where you can set what folders you will need per client type, so folders for Self Assessment clients and folders for LTDs

https://help.engager.app/hc/en-gb/articles/18598156278290-How-to-manage-folder-structures-in-Client-Engager

You will see 3 options Read, Write and SubFolder. The most import of these is READ when it is Green as this denotes that your client can SEE the document in their client portal

If WRITE is green, it means that your client can interact with that document, they can read, and upload their own documents to that folder - handy

Remember that if you hold documents such as working papers, for your client, you can keep these hidden in a Subfolder - don’t mark it as Green as the clients can see your workings. If there’s anything sensitive also, make sure the folder remains grey

It’s very quick and easy to change these permissions by selecting the ‘change sharing options’ icon

From here you can amend the options accordingly

If you want to ADD a new Folder and additional nested folders within, simply select ‘New top-level folder’ name accordingly, then select the ‘Add nested folder’

There you go!