Client Settings

Manage your Drake Portals (SecureFilePro) Client Settings inside Drake Documents. [CC]
Other videos in this category:
To give a firm’s employees access to Drake Portals (SecureFilePro), create employee accounts. You can easily manage your Drake Portals (SecureFilePro) employee accounts right inside Drake Documents. [CC]
Securely send and receive client files without creating a client portal account using the Guest Exchange feature. [CC]
Learn how to Customize Drake Portals (SecureFilePro) emails to your clients. [CC]