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

• Related Articles

• CPL Client Portal Documents Tab

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

• Insurance - Receive Documents into Policy and Display in Client Accounts

  Please click on the image below to access the Helpsheet for Insurance - Receive Documents into Policy and Display in Client Accounts.

• Client Notices

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

• Credit Control and Client Statuses

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

• CPL Training Guides - Introduction

  These training guides and Helpsheets below form part of CPL's Knowledge Base which is available for all CPL users at https://contact.cplsoftware.com/portal/home The CPL Knowledge Base will be continually updated with additional guides and ...