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Guest Quickstart

Received an invitation to a portal? This page walks you through everything you need as a guest — from accepting the invitation to downloading files, completing tasks, and signing documents.

Who is this for?

Guests are external users (typically clients) invited to specific portals by an organization. If you're a team member of the organization, start with Signing In instead.

Step 1: Accept Your Invitation​

  1. Check your email for the portal invitation
  2. Click the invitation link
  3. If you're new, create your account by setting a password; if you already have an account, just sign in
  4. You're taken directly to the portal that was shared with you
Invitation not in your inbox?

Check your spam/junk folder. If it's still missing, ask the person who invited you to resend it — they can do this from the portal's Members panel.

Step 2: Explore Your Portal​

Once signed in, you'll see a simplified view containing only what's shared with you:

  • Files and folders the organization has shared
  • Tasks assigned to you
  • Signature requests waiting for you
  • Messages between you and the organization

You won't see other clients, other portals, or any organization settings — your view is private to your engagement.

Common Actions​

Download Files​

  1. Open the portal and browse to the file
  2. Click the file to preview it, or
  3. Use the download icon (or the ⋮ menu → Download) to save it

Upload Files​

If the organization has given you upload permission:

  1. Drag and drop files anywhere in the portal, or
  2. Click Upload and select files from your computer

The organization is automatically notified when you upload.

Complete Tasks​

If you've been assigned tasks (e.g., "Upload your W-2", "Review the contract"):

  1. Open the portal and find the task list
  2. Complete the requested action
  3. Mark the task as done

You may also receive email reminders as due dates approach.

Sign Documents​

When a document needs your signature:

  1. Click the link in the signature request email, or open the document from the portal
  2. Follow the guided signing workflow — it walks you through each required field
  3. Click Finish when all fields are complete

See Signing Documents for a detailed walkthrough.

Send a Message​

To ask a question or respond:

  1. Open the portal
  2. Click the Messages tab
  3. Click Send New Message, write your message, and send

Your message goes to the organization, and the conversation history stays in the portal.

Signing In Later​

Bookmark the portal link from your invitation email, or sign in at your organization's portal URL. You can use:

  • Email and password - Standard sign-in
  • Magic link - Passwordless sign-in via an emailed link

If the organization requires multi-factor authentication, you'll be prompted to set it up — see MFA Setup.

Troubleshooting​

  • Can't access the portal? Verify you accepted the invitation and are signing in with the same email address that was invited.
  • Forgot your password? Click Forgot Password? on the sign-in page.
  • Something looks missing? Your access is controlled by the organization — contact them to adjust your permissions.

For more help, see Troubleshooting & FAQ.