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How do I onboard a client as a partner?

In the Partner Console, create a client workspace or share your signup link. Bulk intake lets you drop documents from several clients at once. Each one is read for its product and manufacturer, grouped for your review, and only then filed into the client's workspace as evidence.

Key takeaways​

  • Two routes onto a client exist, a workspace you create or a signup link you share.
  • Bulk intake accepts up to 20 files per batch, 5 MB each.
  • Documents stay with you until you dispatch them, so nothing reaches a client workspace before you confirm where it goes.
  • The console also holds deal registration and a cross-client review queue.
Silent walkthrough. Follow the numbered steps below for the full text.

Steps​

  1. Open the Partner Console, then Clients.
  2. Select Create client workspace, or copy Your signup link for the client to use.
  3. Open Bulk intake.
  4. Upload documents from any of your clients.
  5. Confirm the destination for each document, then dispatch them into the client workspaces.

Last updated 17 September 2026.