The client portal

Before a job, the same questions come back: which quote is current, what is arriving and when does it return? The client portal gives the person hiring from you one place to check, while your team keeps working from the records in Filmo.

Set your logo, accent colour, typography and welcome text. Choose which sections and actions are available, then adjust access for individual contacts when they need different information. An invitation gives someone access to the contact they were invited for.

Clients can read and sign quotes, download the documents available to them, follow order dates and equipment, and report damage. With delivery note review enabled, they can check the equipment received against the order. Their messages stay with the document they are discussing.

Imagine an event coordinator hiring lighting for a conference. They open the quote to approve it, check the planned return date and report a damaged fixture with its order attached. Your office has the same context instead of piecing it together from separate messages.

Review the portal settings and the contact’s permissions first. Signing needs both the document section and the signing action enabled. A document appearing in the portal does not send the client an email automatically; send it when you want to draw their attention to it.

The guides and recordings below describe Filmo today. Screens and available options may have changed since this update.

Start with Client portal settings to set your brand and visible sections, then invite the client. Review access separately for each person who needs the documents.

Use delivery note review to understand what the client’s checks record. When previewing, avoid marking a delivery note: those review marks are saved.

Real product captures keep the language and theme of the recorded interface.