{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/03e19a7f6fb44c0bb6bb54b0e49cc685\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/03e19a7f6fb44c0bb6bb54b0e49cc685-9a63b2f8992c8507.gif","duration":206.1951,"title":"Creating a Connection Portal in FinDaily","description":"In this video, I provide an overview of ThinDaily's portal feature, specifically focusing on how to create a new portal connection. I walk through the steps of selecting a service type, naming the connection, and sending an email to a client. It's important to keep the connection names short for clarity in email templates. Please make sure to review the process and let me know if you have any questions!"}