# 3/ Beta launch of your portal

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<summary>Invite your team to Hubflo</summary>

It's time to get your team on board! \
Go to settings > invite \
\
\&#xNAN;*When inviting team members you can assign them roles (if your plan allows it)*&#x20;

</details>

<details>

<summary>Test on yourself</summary>

Set up one test workspace and invite yourself \
\
→ sign up as a client to test (assign yourself SmartDocs, forms, etc.)

</details>

<details>

<summary>Invite your first clients</summary>

1. Go to client portal > workspaces
2. Create a new workspace for your first real client&#x20;
3. Customize it if needed&#x20;
4. Click on "invite client"

Your client will get an invite via email and you'll get a notification when they signup

\
**Congratulations, you've officially launched your portal!**

</details>

<details>

<summary>Setup your contract (Smartdoc)</summary>

With Smartdocs, you can send (manually or automatically) any document to sign (or approve) to your clients.

The overall experience should feel familiar from using tools like Docusign.

* First, setup your contract using google doc or word:
  * leave blank space on fields that need to be filled out
  * leave blank space for sections that will need to be dynamically replacer
* Then head to smartodcs, click on new and upload your PDF or word doc
* Drag & drop your fields: name, email, etc.
* For fields that you’ll be setting up (like terms), drag & drop a “heading” field and type your text

**When you have a new client, you can either send them your main Smartdoc or duplicate it to create a new instance.**&#x20;

{% hint style="info" %}
Similar to forms, clients will get up to 3 reminders when you assign them a smartdoc
{% endhint %}

</details>

<details>

<summary>Setup your first form</summary>

Forms are one of the most powerful features of Hubflo.<br>

**What Hubflo forms can do**

* Forms can be **assigned to clients** or displayed to them **directly in the portal**.
* Clients receive **automatic reminders**.
* Clients can **fill out the form at their own pace** (auto-saves), and you can access their submitted information **at any time**, even before submission.
* You **don't need to ask for their email**—the submission is **automatically linked to their profile**.
* Clients can **access all their forms and past submissions** in the portal.
* **Client information auto-populates** so they don't have to re-enter the same details repeatedly (**coming soon**).
* You can **"request changes"** on a submission with a custom message, letting clients know they need to update information or documents (**coming soon**).
* **Data entered in a form will automatically update the client's profile** (**coming soon**)

**Create your first form**

Most of our clients will start by setting up an "intake/onboarding" form to collect information and files from new clients. &#x20;

* Go to "forms" > Click on "new form"
* Add your questions

**To share your form with a client, you can:**&#x20;

1. Click on "send" to assign the form to a specific client<br>
2. Click the "pin" icon to keep the form always visible in your portal. This is useful for frequently used forms like "submit request<br>
3. You can also grab the form link and add a button on your website that links to this form

</details>