{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/a3641588982c4b6a924d513f20ae25ec\" frameborder=\"0\" width=\"1880\" height=\"1410\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1410,"width":1880,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1410,"thumbnail_width":1880,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/a3641588982c4b6a924d513f20ae25ec-d445ad8eb7e6ae80.gif","duration":339.269,"title":"Inviting Clients to the Portal","description":"In this video, I’ll walk you through two effective methods for inviting clients to the client portal. First, I demonstrate how to send a quick invite through the transactions page, and then I show you how to customize an email using a branded link. It's important to ensure that your clients receive a personalized experience, so I encourage you to explore the email templates available. Please make sure to reach out to your team lead if you need any specific templates created."}