Each client contact can have a portal page: one link that lists everything you've sent them, so they don't have to dig through old emails.
What it shows
- Rounds waiting for them, with a button to review now
- Rounds they've already decided, with the outcome
- Approval records they can download as a PDF
- File handovers you've sent them
It only shows rounds and handovers sent to that person. The page carries your branding, like your review pages.
Getting the link
Open the client, then the contact. Use the Portal link actions to copy it or email it to them. Reset link makes a new link and stops the old one working, if it was shared with the wrong person.