Setting Up Client Portal FAQs

Setting Up Client Portal FAQs


Client Portal FAQs allow you to post answers to frequent questions clients may have while using the Client Portal. Each FAQ question is assigned a Category for it to appear within on the FAQ Page or Contact Us page. See Client Portal (OWM) Settings for information on enabling the FAQ visibility in the Client Portal.

Adding FAQ Categories

  1. Navigate to Run Business > Firm Profile > OWM. (If you are editing FAQs for a Subtenant, first select the Subtenant from the right side drop-down and click View.)
  2. At the bottom of the OWM settings page, under FAQ category, click + Add New.
  3. Name the Category.
  4. Assign an Order number to the Category. Categories with lower numbers will appear first in the list.
  5. Click Submit.

Adding FAQs

  1. Navigate to Run Business > Firm Profile > OWM. (If you are editing FAQs for a Subtenant, first select the Subtenant from the right side drop-down and click View.)
  2. Near the bottom of the OWM settings page, under FAQ, click + Add New.
  3. Select the Category for the FAQ to appear in.
  4. Enter the text you want displayed for the Question and Answer.
  5. Assign an Order number to the FAQ. FAQs with lower numbers will appear first within their Category.
  6. Click Submit.
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