The client portal

The client portal is the page your clients land on when you send them something. There's no signup and nothing to install — sending a record is what grants them access. Everything you've shared on that project shows up in one place, and they can act on it right there.

How a client gets in

1. Send a record — a proposal, contract, change order, or invoice — to your client's email. (See Customize & send a record.)
2. Foreman emails them a link. Opening that link is their login — the link itself is the credential, so there's no password to set up.
3. The link lands them on their Project Portal, scoped to just that one project.

What the client sees

The portal header shows the project name and "Shared with [their name]". Below it, everything you've shared is grouped by type:

• Agreements — proposals, contracts, and change orders.
• Invoices — bills to pay.
• Requests — questions or forms you've sent them to answer.

They click any row to open that record full-screen. To open the full project workspace, they click Open your project workspace at the top.

Reviewing and signing

1. The client opens an agreement and reads it as a PDF, page by page.
2. To sign, they click into the signature field and adopt a signature (typed or drawn), then click Complete Signing.
3. If the record doesn't require a signature, they can click Accept instead.
4. To turn it down, they click Decline and confirm.

Once they finish, the status on your end updates automatically — sent → viewed → accepted — with no manual "mark as accepted."

Paying an invoice

1. The client opens an invoice from the Invoices group.
2. If you've connected Stripe, they click Pay Online and pay by card or bank transfer right in the portal.
3. The payment records itself against the invoice and the status moves to paid on its own.

Responding to a request

If you've sent a request (a question form or bid request), the client fills in their answer and clicks Submit Response. Their response flows back to the record on your side.