Help Center

Document Categories

* Page referenced in this article: document categories page.

Use this page to add or edit document categories. You can configure document categories to be visible to customers in LeadCenter Client Portal.

What is LeadCenter Client Portal

With LeadCenter, you can set up a secure client portal on your own website (ex: secureportal.yourcompany.com). From there, clients can securely access:

1. The financial questionnaire.
2. Secure document storage.

Follow these steps to enable your secure Client Portal on your website:

1. Add the following records to your domain DNS.

TYPE: CNAME
NAME: fq
CONTENT: fq.leadcenter.ai
TTL: Auto

2. Send an email to support@leadcenter.ai with the domain details and domain host name to request installing SSL certificate for your domain host Secure Client Portal.
3. LeadCenter support will install the certificate within three business days.

As part of client portal security, each client will have a unique Client Portal URL. The URL will look like this for the document storage section:

fq.yourwebsite.com/UNIQE-NUMBER/dms/documents

This unique number is different for each contact.

Tip: In email and text message templates, there are shortcodes for the Client Portal. The following are shortcodes for document storage and financial questionnaire links.

• Financial questionnaire shortcode: [[fq_url]]
• Secure document portal shortcode: [[dms_url]]

Note: We recommend using the domain host fq. But, you can use any domain host name you like.

Create a Category from the Documents Page

On the Documents page, categories appear as folders. To add one without leaving the page, click + New, then Create category. To file a document, drag its card onto the folder.

Note: A lock on a folder means that category is hidden from the Secure Document Portal, so clients won't see its files there. Learn more in Document Storage.