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Client Pages are reusable, read-only documentation pages you write once and reference from your onboarding templates and portals. Instead of re-typing the same welcome message, support instructions, or security FAQ into every client’s onboarding, build a tenant-level library of pages and attach the relevant ones to a template. Each new portal launched from that template includes the pages automatically, and clients read them as expandable articles inside their portal.
Client Pages share the same content as the Documentation Hub. A page you create here also appears in your Documentation Hub library, and editing it in either place updates the same page. See Documentation Hub sync below.

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Why Use Client Pages

  • Write standard content once — support contact instructions, onboarding expectations, post-go-live next steps, security FAQs
  • Keep every portal consistent — the same vetted content appears across all clients
  • Reference, don’t re-type — templates point at library pages rather than copying text into each task
  • Give clients a reference area — pages appear as guides in the client portal, separate from action items

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Managing the Page Library

The page library lives in Settings > Onboarding > Pages.
1

Open the Pages tab

Go to Settings > Onboarding and click the Pages tab.
2

Add a page

Click Add Page in the top right to open the page editor.
3

Fill in the page

Complete the fields:
  • Title (required) — the page name, e.g. “How to contact support”
  • Icon — choose Guide, Support, Security, FAQ, or Info
  • Section label (optional) — groups the page in the portal sidebar, e.g. “Support”
  • Summary (optional) — a short description shown in the portal sidebar and page header
  • Page content — the client-facing body, written in a rich text editor (formatting, images, alignment)
4

Save

Click Add Page. The page is now in your library and ready to attach to templates.

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The Pages Table

The Pages tab lists every page with these columns:
ColumnShows
PageIcon, title, and summary
SectionThe section label (defaults to “Documentation” when blank)
UsageHow many templates and portals reference the page, or Not referenced when unused
Last UpdatedWhen the page was last edited
Each row has an actions menu with Edit page and Delete page.
Deleting a page removes it from every template and portal that references it. A confirmation dialog names the page before you confirm.

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Attaching Pages to a Template

Pages reach a portal by being attached to a template first. In the template builder, open the Client Pages section.
1

Open Client Pages in the template builder

Edit a template and expand the Client Pages section. Use Manage pages to jump to the page library if you need to create a page first.
2

Link a page

Use the Select custom page combobox to search your library and add a page. Pages already linked are not shown again; when everything is linked you’ll see “All custom pages are linked”.
3

Set client visibility

Each linked page has a Visible to client portal toggle. Turn it off to keep a page attached but hidden from clients (it shows a Hidden badge). Use the Preview (eye) icon to review the rendered page.
Templates reference library pages — they don’t copy the text. Update the page once in the library and every template that links it stays current. Removing a page from a template only removes the link; the library page and any existing portals are untouched.

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Reviewing Pages on a Portal

Each company’s onboarding workspace has a Pages tab (alongside Overview, Tasks, Documents, and Activity). When a portal is created from a template, the template’s visible pages are copied into the portal as a point-in-time snapshot. The Pages tab is a review view:
  • The left pane lists the portal’s Assigned pages with counts of Visible and Hidden pages and a search box
  • The right pane previews the selected page’s content
  • A source badge shows whether the page is still a Shared page (linked to the library) or a Portal snapshot
  • Use the View as dropdown to preview the page exactly as a specific client contact would see it
Pages are copied into a portal when it is created. To change which pages appear, adjust the template’s Client Pages section before creating (or appending to) the portal. Editing a library page later does not rewrite pages already snapshotted into existing portals.

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What the Client Sees

In the client portal, visible pages appear in a Pages section titled “Guides and reference information for this onboarding”. Each page is an expandable article showing:
  • The icon and section label
  • The page title and summary
  • The full page content when expanded
Pages are read-only reference material — there’s no acknowledgement, sign-off, or completion required. Clients expand and read them at their own pace. Hidden pages never appear in the client portal.

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Documentation Hub Sync

Client Pages and Documentation Hub “inline” documents are the same record, not two synced copies:
  • A page you create in Settings > Onboarding > Pages automatically appears in your Documentation Hub library
  • An inline page you create in the Documentation Hub appears in your onboarding page library
  • Editing a page in either place updates the one shared page everywhere it’s referenced
This means your onboarding reference content and your internal documentation stay unified — there’s a single source of truth for each page.

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Permissions

PermissionCapability
read_settings_onboardingView the page library
write_settings_onboardingCreate and edit pages, link them to templates
manage_settings_onboardingDelete pages
Creating or editing pages requires an active subscription. No external integration is required for Client Pages.

Onboarding Templates

Attach pages to templates alongside phases and tasks

Client Portal

How pages appear to your clients