Setting up homepage for Customer Portal

Customer Portal allows limited access to OfficeClip information for partners and service providers and can serve as a support portal for customers.

This screen allows an organization administrator to set up copyright text, copyright URL, and welcome message. To setup this screen:

  1. Click Settings > Organization Settings > Customer Portal.
  2. To upload the logo click on the Choose File button. Select the logo from the desired location.

  3. Add the logo custom navigation link, which will be linked with the logo.
  4. Add the copyright text, copyright URL and the welcome Message.
  5. Click Save to save all the changes.
  6. After this whenever a report or any document is shared with the customer portal user, you will see the changes made to the home screen of the customer portal.

  7. To learn more about Customer Portal, click here.