Adding portals while setting up clients or contacts
note
This topic assumes that you are adding or editing a contact using the Contact Info tab or the Contact dialog.
- Verify that the contact has a valid email address in theE-mailfield.
- Click the Actions button next to thePortalfield and choose Add Portal.
- Click the appropriate button.
- To add a permanent portal, click Add a portal for Digita NetClient
- To add a temporary portal, click Add a temporary portal for Digita NetClient
- Finish adding or editing information for the contact and click Enter to save the contact.
Digita NetClient sends an email message to the contact with a link to register the portal and information for logging in.