Sign up for Client Portal

This is the standard Client Portal signup request email template that comes with Engager. If you’ve changed or deleted your copy, you can restore it at any time: go to Settings > Communication > Message templates (category Client Portal), open the template, or create a new message template if it isn’t in your list, and paste in the text below (see How to add email templates). Put the subject line in the template’s E-mail subject: field and the rest in the body. [Contact Pref Name], [PortalSignupLink] and [Current User] are placeholders, so they fill in automatically for each client.

Subject: Sign Up for Client Portal to Securely Exchange Documents

Hi [Contact Pref Name],

To comply with GDPR regulations and ensure secure document exchange, we're delighted to invite you to join our Client Portal. Please sign up using the link below:

[PortalSignupLink]

We've also introduced a user-friendly mobile app through Engager to enhance your experience. Check out how to install and use the app here.

If you need any assistance during the signup process, don't hesitate to contact us.

Thank you for choosing to use our services. We're committed to your convenience and data security.

To download the app, visit your app store and search for Engager, or click the links below:

Apple Store
Android Store

Watch this short video on how the Client Portal works: watch the video

Best regards,
[Current User]