The Gap Portal

What to do if you delete the 'click here' text in a client document

The blue hyperlinked click here text is how clients will access the online form, e.g. pre-work, feedback, etc. If this is deleted when editing the email, a link with the text 'Please click here to read and submit the document' appends to the end of the email to ensure clients can access the form.
 
If you accidentally delete the click here link, you cannot add the link back in by typing the text ‘click here’. However, you can type {doc_link} to add the link back in. This is what we call a merge tag and it creates the link from your email to the online document. After clicking the Next or Action buttons on the document, you'll see in the Email preview that your {doc_link} text has converted to a click here link.
    • Related Articles

    • 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 in two different areas of the portal, depending on ...
    • Using the editing toolbars

      There are two editing toolbars which allow you to format text and tables in portal forms:  The Main Toolbar, which is pinned to the top of the document The Table Toolbar, which appears when you click into a table Using the Main Toolbar Format your ...
    • 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 ...
    • Saving amended versions of a document

      The Versions  feature allows you to create and save your own version of portal forms, e.g. creating a farming-specific version of the Business Plan or Succession Plan. We recommend only making minimal changes to portal forms as they've been created ...