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Foyer Setup Guide

Foyer Setup Guide

How To Set Up Power BI Embedded in Foyer

How To Set Up Power BI Embedded in Foyer

How to Change a Client's Email Address

How to Change a Client's Email Address

How to Change Your Admin Account's Email Address

How to Change Your Admin Account's Email Address

How to Create Groups

How to Create Groups

How to Set a Custom Logo Image For Any Form

How to Set a Custom Logo Image For Any Form

Where Can I Find My Foyer Subscription Invoices?

Where Can I Find My Foyer Subscription Invoices?

How to Set Up a Custom Email Address for Your Client Portal

How to Set Up a Custom Email Address for Your Client Portal

How to Resend a Client Invitation Email [Resend Registration Link]

How to Resend a Client Invitation Email [Resend Registration Link]

How to Change Staff & Client Invitation Duration [Invitation Expiration]

How to Change Staff & Client Invitation Duration [Invitation Expiration]

How to Allow Clients to Upload Files Without Logging In

How to Allow Clients to Upload Files Without Logging In

How to Allow Clients to Create Their Own Accounts [Self Registration]

How to Allow Clients to Create Their Own Accounts [Self Registration]

How to Set Up a Custom Domain for Your Client Portal

How to Set Up a Custom Domain for Your Client Portal

How to Bulk Import Your Clients Into Foyer

How to Bulk Import Your Clients Into Foyer

How to Share Files Publicly with Foyer

How to Share Files Publicly with Foyer

How to Uninstall Your Foyer Outlook Add-in

How to Uninstall Your Foyer Outlook Add-in

How to Create a Custom Home Page for Your Client Portal

How to Create a Custom Home Page for Your Client Portal

How to Upgrade Your Foyer Subscription

How to Upgrade Your Foyer Subscription

How to Send Secure Email with the Foyer Outlook Add-in

How to Send Secure Email with the Foyer Outlook Add-in

How to Send File Signature Requests with DocuSign

How to Send File Signature Requests with DocuSign

Using File Preview

Using File Preview

How to Upload Files as a Client

How to Upload Files as a Client

How to Upload Files to Clients

How to Upload Files to Clients

How to Add a Client

How to Add a Client

How to Add a Staff

How to Add a Staff

Creating Folders

Creating Folders

How many accounts can my organization make?

How many accounts can my organization make?

What kind of files can I share?

What kind of files can I share?

Is there a limit to how many files I can share?

Is there a limit to how many files I can share?

Which plan is right for my business?

Which plan is right for my business?

How much storage do I get?

How much storage do I get?

Can my company try Foyer before buying?

Can my company try Foyer before buying?

Can I cancel my subscription?

Can I cancel my subscription?

Use the search bar to find guides on any topic.

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For direct assistance, contact support.

Home

Learn about the Foyer home page and how it can be customized for your client portal

Home

Learn about the Foyer home page and how it can be customized for your client portal

Spaces

Learn how to exchange files, chat, and manage permissions within your client portal

Spaces

Learn how to exchange files, chat, and manage permissions within your client portal

Pages

Learn how Foyer Pages can be used as a knowledge base for your client portal

Pages

Learn how Foyer Pages can be used as a knowledge base for your client portal

Clients

Discover how to invite and manage clients in your Foyer client portal

Clients

Discover how to invite and manage clients in your Foyer client portal

Staff

Discover how to invite and manage staff members in your client portal

Staff

Discover how to invite and manage staff members in your client portal

Forms

Discover how to use all Foyer Form fields, permission form sets, and more.

Forms

Discover how to use all Foyer Form fields, permission form sets, and more.

Groups

Learn how to create groups in Foyer to organize your clients and staff

Groups

Learn how to create groups in Foyer to organize your clients and staff

Account

Learn all the functionalities of a Foyer account from changing your avatar to setting multi-factor authentication

Account

Learn all the functionalities of a Foyer account from changing your avatar to setting multi-factor authentication

Org

Discover all the organization wide settings within your client portal

Org

Discover all the organization wide settings within your client portal

Logs

Learn all audit log types that the Foyer client portal reports by default.

Logs

Learn all audit log types that the Foyer client portal reports by default.

Foyer Setup Guide

Learn how to setup your Foyer Client portal for setting up file management, inviting users, white labeling your portal, creating groups, and more.

Foyer Setup Guide

Learn how to setup your Foyer Client portal for setting up file management, inviting users, white labeling your portal, creating groups, and more.

How To Set Up Power BI Embedded in Foyer

Detailed documentation for embedding Power BI reports in your Foyer client portal.

How To Set Up Power BI Embedded in Foyer

Detailed documentation for embedding Power BI reports in your Foyer client portal.

How to Change a Client's Email Address

Change a client's email address in case they lost access to their email or want to use a new email address.

How to Change a Client's Email Address

Change a client's email address in case they lost access to their email or want to use a new email address.

How to Change Your Admin Account's Email Address

Change your admin email address if you’ve lost access to your current one or simply want to switch to a new address.

How to Change Your Admin Account's Email Address

Change your admin email address if you’ve lost access to your current one or simply want to switch to a new address.

How to Create Groups

How to create and use groups functionality in Foyer

How to Create Groups

How to create and use groups functionality in Foyer

How to Set a Custom Logo Image For Any Form

Here's how you can customize a form in Foyer to use your own custom logo image.

How to Set a Custom Logo Image For Any Form

Here's how you can customize a form in Foyer to use your own custom logo image.

Where Can I Find My Foyer Subscription Invoices?

Here's how you can find your Foyer subscription invoices.

Where Can I Find My Foyer Subscription Invoices?

Here's how you can find your Foyer subscription invoices.

How to Set Up a Custom Email Address for Your Client Portal

Choose which email address you'd like all your client portal notification emails to come from.

How to Set Up a Custom Email Address for Your Client Portal

Choose which email address you'd like all your client portal notification emails to come from.

How to Resend a Client Invitation Email [Resend Registration Link]

Step-by-step guide on how to resend invitation emails to any of your clients or staff.

How to Resend a Client Invitation Email [Resend Registration Link]

Step-by-step guide on how to resend invitation emails to any of your clients or staff.

How to Change Staff & Client Invitation Duration [Invitation Expiration]

Here's how you can set your client & staff invitations to expire sooner (for higher security) or later (for better convenience) depending on your business use case.

How to Change Staff & Client Invitation Duration [Invitation Expiration]

Here's how you can set your client & staff invitations to expire sooner (for higher security) or later (for better convenience) depending on your business use case.