Crelate, Inc.

Client Portal Master Guide

Saving a Submittal Draft Email

Learn more about Crelate's Client portal included via our Business Plus subscription

Crelate Client Portal for Business Plus

Sending a Submittal Email

Resubmitting Candidates

Using the Submittal Items Grid

Creating Submittal Templates

Submitting a Candidate via the Client Portal

Including Multiple Documents in a Submittal

Enabling your Client Portal

Client Portal Workflow

How your Client Portal looks for your Clients and how you may customize the experience

Client Portal User Experience

How to set permissions for colleagues to have Client Portal access

Client Portal User Security

How to receive alerts when a client add something via the client portal

Managing Client Portal Notifications

Setting Activities to Display on your Client Portal

Reach Out Activity

Setting permissions for what your client's will have access to via the Client Portal

Client Portal External Permissions Settings

Using Crelate's Resume Toolbox by default in your submittal emails

Including your Branded/Blinded Resume in a Submittal Email

Sequencing

How can I troubleshoot common issues with email sequences in Crelate?

Crelate Support

Kyle Kroeger

Amber Roder

Client Engagement

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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