How to create a client portal URL link? - CaseFox

How to create a client portal URL link?

Steps for creating a client portal URL link in CaseFox:

Login -> Settings -> General -> Client Portals-> Create Client Portal URL Link -> Details -> Save

1. Login to CaseFox.
2. Click on the "Settings" tab present on the navigation bar.
3. Select the "General" option from the list, and then click on the "Client Portals".
4. Click on the "Create Client Portal Url" button present on the top right corner.
5. Click on the button, fill in the required details, and click on save.

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