ClientsDock Help Center
Everything you need to create amazing client experiences
Learning paths
Curated sequences — work through guides in order for a complete workflow.
New to ClientsDock
Create your first portal, organize deliverables, and share with a client.
Create your first client portal
Organize files for a great client experience
Share portals with clients
Agency & team setup
Collaborate with teammates, brand portals, and connect a custom domain.
Team members and assigned portals
Branding and custom domains
Smart Quotes: estimates, proposals, and invoices
Quote → deliver → get paid
Run Smart Quotes end-to-end, then deliver work in a portal.
Smart Quotes: estimates, proposals, and invoices
Create your first client portal
Billing and subscriptions
Secure client delivery
Choose the right access mode and share credentials safely.
Portal access: open link, PIN, and magic link
Share portals with clients
Security and privacy overview
Quick Actions
Create Portal
Start a new client portal
Take Tutorial
Interactive onboarding tour
Step-by-step guides
Interactive walkthroughs
Get Support
Email our support team
Create your first client portal
From dashboard to shareable link — set up a portal, upload deliverables, and choose how clients access it.
Organize files for a great client experience
Folder structure, naming conventions, and layout tips so clients find deliverables quickly.
Portal access: open link, PIN, and magic link
Pick the right access mode, set expiration, and share credentials safely.
Smart Quotes: estimates, proposals, and invoices
Quote structured work, send proposals for approval, and invoice clients from the same dashboard.
Comments, approvals, and client feedback
How clients approve deliverables and leave feedback without creating an account.
Share portals with clients
Copy links, send PINs, use email templates, and avoid common sharing mistakes.
Branding and custom domains
Logo, colors, welcome messaging, and optional custom domain for white-label delivery.
Analytics and activity logs
Track portal views, downloads, and engagement from your dashboard.
Team members and assigned portals
Invite teammates, manage roles, and work on shared client portals.
Security and privacy overview
Encryption, signed file URLs, access controls, and where to read full legal detail.
Troubleshooting common issues
Fix upload failures, access errors, PIN problems, and missing notifications.
Portal layout builder
Arrange sections, headings, and content blocks so clients read your portal in the right order.
Notification settings
Choose which client actions email you — comments, approvals, downloads, and more.
Archive and lifecycle
Close out projects cleanly — archive hides client access while you keep records in the dashboard.
Billing and subscriptions
Plans, portal limits, Stripe subscription management, and client invoice payments.