Your New Client Portal

To best understand how you can use the new portal, it’s helpful to understand some of the major components that make up the portal. While there are many features you will be familiar with, we’ve provided some details for those that have been updated.

The components covered in this SYNTAQ client Portal are:

• Dashboard
• Apps
• Forms
• Records
• Document Templates
• Administration
  • Settings
  • Teams
  • Roles
  • Users
  • Audit Logs  

The client portal has been given a whole new look and feel. We hope you like it!

The new design is fully responsive and customisable. This will give you the level of flexibility you need to showcase your brand.

When you log in to the SYNTAQ platform, you will arrive on your own individual Company Portal Page. This is the main page where you can access all the components of the platform. Each component has been labelled and has a corresponding icon for ease of navigation.