Configure the Client Portal privacy policy

You can choose which privacy policy link appears in the Client Portal footer. Use the Proposaly-hosted policy with Standard, or add your own link with Custom.

Open the Privacy Policy Settings

1. In the Business Portal, go to Menu → Company → Settings.
2. Scroll to Privacy policy* on the Settings page.

!Open Company Settings

Choose Which Privacy Policy to Use

1. In Privacy policy, select Standard or Custom*.
2. If you select Standard, the Privacy policy URL field is not editable.
3. If you select Custom, enter your URL in Privacy policy URL.

!Privacy policy settings

Standard

• Uses a Proposaly-hosted privacy policy
• Shows a View option so you can preview it
• Does not let you edit the URL field

Custom

• Requires a valid URL
• The URL must start with https:// or http://

Preview and Where Recipients See It

1. If you selected Standard, click View to open the policy in a new browser tab.
2. After you save your setting, Recipients can access the privacy policy from the Client Portal footer.

!Privacy policy preview

• The link appears in the Client Portal footer on desktop and mobile.
• The link does not appear in the header or sidebar.
• Selecting the link opens the privacy policy in a new browser tab.
• Dynamic values are added before the policy is displayed when applicable.

Common Questions

Why can’t I edit the `Privacy policy URL` field?

If Standard is selected, the field is non-editable. Select Custom to enter your own URL.

Why can’t I save my custom URL?

Your URL must start with https:// or http://.

Where do Recipients see the privacy policy link?

They see it in the Client Portal footer.

Does clicking the link open inside the Client Portal?

No. It opens in a new browser tab.