1. In the Conditions & Documents section of the deal, add conditions into your application by clicking Add/Upload Conditions and selecting them from the list.
2. Check off the conditions you want to request, then click Actions.
3. Under the Client Portal heading, choose to send the request by email or SMS, and click Request Documents for Conditions.
4. In the email that appears containing the link to the client portal, add your client’s email address into the To section, add a personalized message into the body of the email, and click to Send.
5. When you refresh your deal page, the box in the Condition legend will have turned green indicating that the condition has been requested through the Client Portal. Any documents your client uploads will be found here.