3PM BaseHelp CenterRoadmap

Powered by Sortd

Client portal, AI, and Notifications · 3PM Base Help Center

3PM Base Help/Client portal, AI, and Notifications

Client portal, AI, and Notifications

Share Projects and Documents through the Client portal, ask AI questions and generate work, and manage Notifications and notification preferences.

5 articles

Share Projects, Documents, questions, Messages, Quotes, and payment options with Clients.

Client portal troubleshooting

Resolve common problems with Client portal access, shared Projects, Documents, Quotes, and payment options.

Ask questions, generate work, summarize content, and automate business actions with AI.

Review alerts, manage read states, snooze messages, and set notification preferences.

Notifications troubleshooting

Resolve common problems with Notifications, alerts, read states, snoozed messages, and notification preferences.