Setup (general)

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.
  1. Verify that the contact has a valid email address in the
    E-mail
     field.
  2. Click the Actions button next to the
    Portal
     field and choose Add Portal.
  3. 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
  4. 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.

This article applies to:

  • Product: Digita Practice Advanced