---
title: "Invite a client to self-onboard"
description: "Send a secure link. Your client enters their details and uploads documents. You review before they become a client."
url: https://support.admiin.com/en/articles/35-invite-a-client-to-self-onboard
collection: "Managing Clients"
updated: 2026-10-28
language: en
---

# Invite a client to self-onboard

Send a secure link. Your client enters their details and uploads documents. You review before they become a client.

Your client fills in their own details and uploads documents through a secure link. Nothing is created until you confirm it. One link can cover several entities, such as a person, their company and their trust.

## Set your defaults

Do this once.

1.  Go to **Settings** and select **Client onboarding**.
    
2.  Choose an **Entity type**.
    
3.  On **Details to collect**, choose the details you want.
    
4.  On **Documents to collect**, set each **Collection option** to **Required**, **Optional** or **Not requested**.
    
5.  Repeat for each entity type, then select **Save firm defaults**.
    

[![Client onboarding settings for a trust, with each document set to Optional or Not requested](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/UFv8iI6KiIRn9LQnqjwCFfndXtQBRSCb2JvraDoLVu4pK83WL9PzMNH0OKnlNKQ0FXutMv8v9vu.png)](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/UFv8iI6KiIRn9LQnqjwCFfndXtQBRSCb2JvraDoLVu4pK83WL9PzMNH0OKnlNKQ0FXutMv8v9vu.png)

To request something not listed, enter it under **Something else**. New defaults apply to new invites only.

## Send an invite

1.  Go to **Clients**. Select the arrow next to **New client**, then **Invite client to self-onboard**.
    

[![New client menu open with Invite client to self-onboard](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/7YbUe0w3iFY6DI0fRW6aXauTEw0pUX39wOySQHwRqO0CIAE3kBP43F7pQfqY6JLVP65doLKsuSB.png)](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/7YbUe0w3iFY6DI0fRW6aXauTEw0pUX39wOySQHwRqO0CIAE3kBP43F7pQfqY6JLVP65doLKsuSB.png)

2.  Enter the **Client email**. Add a **Contact first name** to greet them by name.
    

[![Invite dialog with client email, contact first name and client name](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/goNTpjcsVVlElMEBgchs1f3UqFrixfT9FUbrG3V4jB9XlbUveddzVa0LsRTfkxvxf6seYpFaTT2.png)](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/goNTpjcsVVlElMEBgchs1f3UqFrixfT9FUbrG3V4jB9XlbUveddzVa0LsRTfkxvxf6seYpFaTT2.png)

3.  Check **What to collect**. To change it for this client only, select **Customise this request**. The arrow beside it has **Edit firm defaults** and **Use firm defaults**, which undoes your changes.
    

[![Arrow menu open beside Customise this request, with Edit firm defaults and Use firm defaults](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/1EMc83l68Qwcd2ruTulj57sXFGBRbAu0pGn2WTuC0rQcaOg06ETnlBw1DsJhpJJwkOuHXs3IPoJ.png)](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/1EMc83l68Qwcd2ruTulj57sXFGBRbAu0pGn2WTuC0rQcaOg06ETnlBw1DsJhpJJwkOuHXs3IPoJ.png)

4.  Choose the **Link expiry**, up to 30 days.
    
5.  Select **Send invite**.
    

[![What to collect summary with link expiry and the verification toggle](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/PP9WzCncnElNSQNm0XHf4S5ue5fPEPWpGUjotQqjULeyYPS42aHppwbYKAsTW0zXoMWSiJYEeSi.png)](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/PP9WzCncnElNSQNm0XHf4S5ue5fPEPWpGUjotQqjULeyYPS42aHppwbYKAsTW0zXoMWSiJYEeSi.png)

**Important:** don't request TFNs, ID or tax documents through this link.

## Track invites

Select the **Pending invites** tab.

-   **Resend** sends a new link and stops the old one.
    
-   **Cancel** stops the link straight away.
    

[![Pending invites tab with Resend and Cancel next to an invite](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/hcoNQrMKoDWMnLtyL6DeosCXhk0ueDB0JctlrHg9HIxL1Jf6tIS8TFSAQFutjJdcgwt19c3hPsW.png)](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/hcoNQrMKoDWMnLtyL6DeosCXhk0ueDB0JctlrHg9HIxL1Jf6tIS8TFSAQFutjJdcgwt19c3hPsW.png)

## Review and confirm

1.  In **Pending invites**, select **Submitted**, then **Review**.
    
2.  Check the details and open any documents. Select the copy icon next to a value to paste it into your practice software.
    
3.  Select **Confirm and create client**, or **Reject**.
    

[![Review submission showing the trust's details with a copy icon on each value, the requested documents, an uploaded trust deed and Confirm and create client](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/vGDGIPndHRA3eJPnNPcMYD4qmxzH7JfVCrtCTrYUXq9XTKKEPndUQUFlB5LSju90BPM1ECSEHkn.png)](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/vGDGIPndHRA3eJPnNPcMYD4qmxzH7JfVCrtCTrYUXq9XTKKEPndUQUFlB5LSju90BPM1ECSEHkn.png)

Uploaded documents are filed on the new client. If the client added several entities, confirm each one.

[![Client created message with a View client link](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/mhRRDKYxiwx0OsPPPKLRCflxbe9hn1pk88Vy8CJ0w0LwWwRkimT9Vj0ufrLsRk1xFe9ygUqbJ99.png)](https://staticfiles.gleap.io/p65e5588975331aab0dbad709/mhRRDKYxiwx0OsPPPKLRCflxbe9hn1pk88Vy8CJ0w0LwWwRkimT9Vj0ufrLsRk1xFe9ygUqbJ99.png)

## Good to know

-   Turn on **Trigger verification on submit** to start ID verification when they submit. The check confirms identity only. It doesn't collect tax file numbers or bank details.
    
-   Bank details show only on the review screen. They aren't saved on the client, so copy them into your practice software when you review.
    
-   Expired links stop working and anything submitted is erased.
    
-   The link closes 30 minutes after the client submits their last entity.
    
-   Out of the box, only trust deeds are requested, as Optional.
    
-   With white-label branding on, clients see your logo and colours.
    

See what your client sees in **Complete your onboarding form**.