Resend Portal LInk

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Kristen Jacobsen

• May 28, 2024 20:04

I just have to say that after multiple issues with accessing the portal link so it can be sent to clients easily without asking them to go through a series of hoops from multiple users here strongly suggests that you need a RESEND LINK button. It shouldn't be this complicated!! Please add this feature!!

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  Laurie Barrett

  • June 17, 2024 22:21

  This!  What a waste of my time to have to search for something (which I never found). 

   

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  Trudy Burgess

  • August 05, 2024 19:44

  I agree. And If I have sent documents and then those documents need updating it seems impossible to resend them. Any one know how to do that??? I really should be much easier.

   

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  Patrick Ford

  • September 17, 2024 20:45

  I agree there should be an easier way.

   

  I just did this and it worked.

   

  I disabled and then re-enabled their access to the client portal, and it sent them a new email to login. You can also edit the client portal email so that it says something more relevant to your situation

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  Patti Anne McAndrews

  • September 27, 2024 15:52

  This is really disappointing I came onto this link for help and all I find is complaints for the same issue. 

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  DRU JOHNSTON

  • September 27, 2024 19:57

  Yes Patrick! - Thank you - That was easy and did work just fine...  "disabled and then re-enabled their access to the client portal, and it sent them a new email to login"

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  Patrick Moll-Nevins

  • October 16, 2024 01:57

  I agree. This seems like it would be a simple adjustment in the software. Please make this change, Simple Practice.

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