video1.0<iframe src="https://www.loom.com/embed/c742f42773174ad6b8b45179f02beece" frameborder="0" width="1500" height="1125" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>11251500Loomhttps://www.loom.com11251500https://cdn.loom.com/sessions/thumbnails/c742f42773174ad6b8b45179f02beece-607d63a1adda3052.gif309.162In this video, I walk you through the setup of the Customer Portal and explain the functionality of each section. We cover important aspects like the expiration link, branding options, and the e-sign feature, which can be activated with a simple checkbox. I also highlight the importance of displaying job information, financing options, and customer recommendations effectively. Please make sure to review your settings and hit save once you're done, as changes will take effect in real time. Let me know if you have any questions as you set this up!