Settings for the client portal
How to configure settings for the client portal in your Engager account
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
