Understand the Client Discovery & Project Briefing Portal
Review the complete administrator, client, public intake, template, autosave, upload, signature, notification and export flow.
Exact navigationAdmin Area → Client Discovery Portal
Before you begin
- Confirm the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide covers
Review the complete administrator, client, public intake, template, autosave, upload, signature, notification and export flow. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open Admin Area → Client Discovery Portal.
- Locate the record, endpoint, field or action used to understand the client discovery & project briefing portal.
- Complete the displayed values exactly as described in this guide.
- Select the available save, submit, send, upload, create, update or confirm action.
- Return to the related register, portal, activity log or API response and verify the expected result.
Fields, choices and supported possibilities
Workspace or endpointAdmin Area → Client Discovery Portal
PurposeReview the complete administrator, client, public intake, template, autosave, upload, signature, notification and export flow.
Code-backed validations and workflow rules
- The action is available only where the supplied module exposes it and the signed-in user or API client meets the stated access conditions.
- Internal helpers are documented under the visible workflow or endpoint they support rather than presented as invented menu pages.
Expected result and verification
- The understand the client discovery & project briefing portal workflow completes without a validation, permission, ownership or availability error.
- The related record, portal view, activity entry, notification log or API response shows the expected state.
- Client-visible, public and API data remains limited to the code-backed ownership and visibility rules.
Security, privacy and operational checks
- Use controlled test records and non-production credentials before wider rollout.
- Grant least privilege and protect secure links, personal data, uploaded files, signatures, API tokens, allowed origins and server IPs.