Client Notices

Please click on the image below to access the Client Notices Training Guide.

• Related Articles

• Client Web Portal

  You will find links below to Training Guides related to the CPL Client Web Portal. Client Web Portal Training Guides and Helpsheets Authorising New Web User Accounts Helpsheet - Client Portal Documents Tab

• Credit Control and Client Statuses

  Please click on the image below to access the Credit Control and Client Statuses Training Guide. ​

• CPL Client Portal Documents Tab

  Please click on the image below to access the Helpsheet for the CPL Client Portal Documents Tab.

• Mail Merge Fields

  Please click on the image below to access the Helpsheet for Non-Azure Clients Mail Merge Fields in CPL. ​

• 2020 Free Daily Webinar Session Recordings

  In 2020 we delivered a series of free daily webinar sessions during March and April.   You'll find links to the recordings of these sessions in the table below.   Clicking the icon for the recording will allow you to stream the video or give you the ...