If you'd like to invite your contact to Digital, so they have access to the Client Portal, you can do this from the contact's list.
1. Select the Contact(s) by checking the boxes next to the contacts
2. Click on Invite to your Digital Hub from the Actions list
3. Click Send Invitation
4. Once you confirm, Vincere sends the invitations out immediately.
TIP: Want to customize the invitation email?
To access the Email Templates settings from Admin Dashboard, select Email > Click on the Client tab > Choose 1. Invitation to Digital.
5. Once the Contact activated their profile, you will see the Digital icon on the Contact’s Quick View (or the Contact’s profile) lighten up and their account status will be updated to Active.
