Client Portal > Configure Client Portal for the firm

Configure Client Portal for the firm

[FOR AMICUS ADMINISTRATOR ONLY]

This topic covers:

Enable Portal for the firm

As the Amicus Administrator, go to Options to display the Options window, select Client Portal from the navigation pane to display the Client Portal window.

Click Portal Settings.

Enter details

Firm Display Name – Your firm's name shown to clients on the Portal login page and home page.

Firm Unique Login – Web address of your firm's Portal login page. If desired, edit the unique prefix (3 to 15 characters), and be sure to notify any existing Portal clients of the new address.

Firm Logo – Optionally, upload your firm's logo for displaying to clients on the Portal login page and home page. A logo larger than 450 wide x 200 high pixels will be automatically reduced in size. JPG, GIF, and PNG formats are supported.

Portal Invitations template – Email template for use when generating Portal invitations to clients.

Important:
If you edit or create a template for this purpose, be sure to include the "[THIS TURNS INTO A LINK FOR THE CLIENT TO SETUP THEIR PORTAL ACCESS]" placeholder from the default Portal Email Invitations template.ed settings. Under Privacy, click Content settings. Under Pop-ups, select the "Allow all sites to show pop-ups" option.

Check the configuration

To preview the Portal home page, click Preview Portal. This layout is what the client will see when they log in. It's just a preview, so the navigation is disabled.