<?xml version="1.0" encoding="UTF-8"?><oembed><type>video</type><version>1.0</version><html>&lt;iframe src=&quot;https://www.loom.com/embed/5869f643487b4ceaa4e8448de9453221&quot; frameborder=&quot;0&quot; width=&quot;1894&quot; height=&quot;1420&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen&gt;&lt;/iframe&gt;</html><height>1420</height><width>1894</width><provider_name>Loom</provider_name><provider_url>https://www.loom.com</provider_url><thumbnail_height>1420</thumbnail_height><thumbnail_width>1894</thumbnail_width><thumbnail_url>https://cdn.loom.com/sessions/thumbnails/5869f643487b4ceaa4e8448de9453221-2dd2a03bb72e0579.gif</thumbnail_url><duration>774.45</duration><title>Client Portal Settings</title><description>This Loom explains how to use the Design Manager client portal to share and manage items, proposals, and invoices with clients. It shows how to enable portal defaults and project-specific settings, including turning on item approval, show project budget, and approvals on proposals with optional electronic signatures, and how to save changes. The video then covers adding items and sending a client notification, where item prices are for viewing only and clients cannot pay items, while clients can approve items and proposals based on settings. It also explains adding proposals and invoices, paying proposals and invoices through Design Pay (with payments automatically entered into Design Manager), and notes that if you edit a proposal already on the portal you must remove and re-add it for updates.</description></oembed>