Settlyd members love using the Settlyd Client Portal for the collection of client financial data. But every so often the email from Settlyd with the Access Portal login information is blocked by a client's email security feature.
Here is what to do:
Cut and paste the Access Link into an email from your law firm email account.
Next, cut and past the username and password into the same email.
Send the email to your client and advise them to login to the access link, enter their user name and password, and start entering the data!
