Logo Help Center

Document Storage

Document Categories
Document Storage Document Categories

Document Storage

Document Storage Document Categories

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.

    2. 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.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.