How to copy a client portal URL link?
Login -> Dashboard -> Settings -> General -> Client Portals-> Copy
Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select settings from the sidebar and go to general.
Click on client portals, go to the client you want to copy the link of.
Click on the “link” icon to copy.
Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select settings from the sidebar and go to general.
Click on client portals, go to the client you want to copy the link of.
Click on the “link” icon to copy.
Updated on: 13/04/2023
Thank you!