Client Portal FAQs
Client Task Unique Links
What is the unique link and how does it work?
Client Portal is accessed through a link, which is a unique URL generated every time tasks are sent and removes the need for a PIN, but more importantly, improves security. The unique link can only be used a single time. Once it has been used, the device that received the email is considered a trusted device. Any attempt to reuse the link on any other device will be declined.
What if I want to access the client tasks from a different device?
You will be presented with a screen that has one call to action “Send Access Link”. This will send a newly generated magic link to the original email sent that will allow you to access the client tasks from the computer. The tasks will now be associated with the new device. If you want to access it from another device, you will need to follow the same process.
What happens I open the link on a phone and then want to complete the tasks on a computer?
It’s the same process as above.
Does the link expire?
Yes. The link is valid for 30 days. If you attempt to access the link after 30 days, you will need to generate a new link.
What happens to client tasks already sent?
There is no change for client tasks that were sent before the new Client Portal was enabled for you. If you open client tasks that have already been sent, you will need to use your PIN to log in from the email.
Logging in to the Client Portal
What can I see when I log in?
The Client Portal provides you with a full view and history of your requests, documents and communication. You will see up to 100 tasks that have open requests for you to complete as well as view the last 100 completed tasks you have had requests on.
What if I don't want to create a login?
You can continue to use the unique link and complete individual requests if you don't want to create a login, however, the login provides greater flexibility for you. The login enables you to access everything sent to you including completed requests, as well as copies of documents and files uploaded—so you can keep track and easily find what’s been sent.
How can I login?
From the unique link by clicking "log in" on the left-hand side. You will be required to create a username and password prior to gaining access to the portal. Please note, the email address used to create the portal login must be the same email address used when you placed your trademark order.
What is the unique link and how does it work?
Client Portal is accessed through a link, which is a unique URL generated every time tasks are sent and removes the need for a PIN, but more importantly, improves security. The unique link can only be used a single time. Once it has been used, the device that received the email is considered a trusted device. Any attempt to reuse the link on any other device will be declined.
What if I want to access the client tasks from a different device?
You will be presented with a screen that has one call to action “Send Access Link”. This will send a newly generated magic link to the original email sent that will allow you to access the client tasks from the computer. The tasks will now be associated with the new device. If you want to access it from another device, you will need to follow the same process.
What happens I open the link on a phone and then want to complete the tasks on a computer?
It’s the same process as above.
Does the link expire?
Yes. The link is valid for 30 days. If you attempt to access the link after 30 days, you will need to generate a new link.
What happens to client tasks already sent?
There is no change for client tasks that were sent before the new Client Portal was enabled for you. If you open client tasks that have already been sent, you will need to use your PIN to log in from the email.
Logging in to the Client Portal
What can I see when I log in?
The Client Portal provides you with a full view and history of your requests, documents and communication. You will see up to 100 tasks that have open requests for you to complete as well as view the last 100 completed tasks you have had requests on.
What if I don't want to create a login?
You can continue to use the unique link and complete individual requests if you don't want to create a login, however, the login provides greater flexibility for you. The login enables you to access everything sent to you including completed requests, as well as copies of documents and files uploaded—so you can keep track and easily find what’s been sent.
How can I login?
From the unique link by clicking "log in" on the left-hand side. You will be required to create a username and password prior to gaining access to the portal. Please note, the email address used to create the portal login must be the same email address used when you placed your trademark order.