Managing inbox notifications
To start, navigate to the Main menu > > Inbox tab. The Inbox tab contains a list of the documents submitted by clients, e.g. proposals, pre-work, feedback, etc. The user who sent the document to the client will receive an email notification from the ...
Using portal documents
You will find a variety of documents across The Gap portal; this article will help you understand what these documents are for and how to use them. Types of portal documents Portal forms: these are customisable documents you edit within the portal ...
Fixing duplicated client profiles
Duplicate client profiles typically occur when a client is added manually but also syncs from Xero Practice Manager - when clients sync, they are matched by XPM ID number instead of their names and emails addresses. Note While it's not possible to ...
Managing clients and client documents
Use the Clients area to manage your client list and succinctly view a record of all documents completed for a selected client. To manage your client list, clients can be added, edited or deleted depending on whether you're a portal administrator or ...
Customising firm settings
The Firm Settings area is where you will add your firm's contact information, Logo and Footer Text. This information will automatically populate portal documents. Attention You must have administrator rights to access the portal areas referenced in ...