CLIENT PORTAL INVITATION - EDIT BEFORE SENDING

Subject: Your documents for [purpose]

Hello [name],

Please use your private document page for [purpose]:
[client portal link]

The requested documents are listed there. Start with [item] because
[reason]. Upload the files you have, and tell me if something is unavailable.
We will check them and ask for any correction on the relevant file.

You do not need to create an account, choose a password or install an app.
With our default Strict access setting, you verify your email on a new
device. Use the email address we have recorded for you. If access does
not work, contact [name / contact details].

[Explain who on your business team can access this client's documents.]
[State a requested date, if appropriate, and when you will review the files.]

Thank you,
[name]

SENDER CHECK
[ ] Replace every bracketed field and check the client's email/access.
[ ] Describe your actual security setting if it differs from Strict.
[ ] Do not send a shared example link or another client's link.
[ ] State who can access the documents without promising private team roles.
[ ] Explain applicable retention when the exchange requires it.

Template source: https://droplana.com/blog/client-onboarding-document-checklist