* Page referenced in this article: documents page.
Use this page to add or edit documents. Contacts can also upload documents through the LeadCenter secure client portal.
With LeadCenter, you can set up a secure client portal on your own website (e.g., secureportal.yourcompany.com). From there clients can securely access:
Follow these steps to enable your Secure Client Portal on your website:
TYPE: CNAME
NAME: fq
CONTENT: fq.leadcenter.ai
TTL: Auto
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 Client Portal. The following are shortcodes for document storage and financial questionnaire links.
Note: We recommend using the domain host fq. But, you can use any domain host name you like.
If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.