Welcome to the Zynclog FAQ. We have compiled the most common questions from our users to help you get the most out of your client portals.
If you cannot find the answer to your question here, please reach out to our team at support@zynclog.com.
[!WARNING] Legal & Financial Disclaimer: Zynclog is exclusively a client portal and project management platform. We are not a legal or financial institution. We do not provide e-signature services, nor do we guarantee the legal enforceability of any contracts or agreements generated, hosted, or signed through our platform. Similarly, invoices generated in Zynclog are for record-keeping and presentational purposes; Zynclog does not process payments or act as a merchant of record (unless you integrate your own payment gateway).
General & Getting Started
What exactly is Zynclog?
Zynclog is a branded, professional client portal designed for freelancers and agencies. It replaces email threads with a single timeline to track project progress.
Do my clients need to create an account?
No! You generate a secure, password-protected link that your clients can access instantly. Zero sign-ups required.
Is there a limit to how many clients I can manage?
You can create an unlimited number of clients in your database. Your pricing tier only limits your Active concurrent projects.
What happens to archived projects?
Archived projects remain in your database and remain accessible to your clients via their original link, but they no longer count toward your active project limit. They become read-only.
Posting Projects & Hiring Freelancers
How can project owners post a project brief to find freelancers?
Project owners can submit a project brief detailing requirements, deliverables, budget tier, and timeline. Verified freelancers and agencies can review the brief and submit proposals.
Can I require an NDA before freelancers view project details?
Yes. Project owners can enable NDA protection on project briefs, requiring freelancers to acknowledge confidentiality terms before viewing sensitive specifications or attachments.
How does an accepted proposal transition into an active workspace?
Once a project owner accepts a freelancer's proposal, Zynclog automatically generates a dedicated client workspace, milestone tracker, and contract framework.
Account Security & Phone Verification
Why is phone verification required on Zynclog?
Phone verification is mandatory to secure shared client workspaces, prevent identity spoofing, and protect contracts and billing workflows.
What service is used for SMS verification?
Zynclog utilizes Telnyx (via the Telnyx Verify API) as our official telephony infrastructure provider to send international SMS One-Time Passwords (OTPs).
Contracts & E-Signatures
How does contract e-signing work?
You can attach external signature links from certified providers (DocuSign, Adobe Sign, SignWell, PandaDoc, Google Docs). Links undergo security checks to block untrusted or phishing URLs.
What is the minimum due date rule?
All contract and invoice due dates must be scheduled at least 7 hours in the future. Overdue agreements automatically transition to Expired status in the database to prevent retroactive tampering.
How do Profile and Brand details work in contracts and invoices?
Sender details are automatically pre-filled from your saved User Profile or Brand Settings. You can toggle between Use Profile and Use Brand with one click.
Customization & Branding
Can I use my own agency's logo and colors?
Absolutely. Zynclog allows you to upload your logo and set your primary brand colors to style the progress bars and buttons.
Can I use a custom domain (e.g., portal.myagency.com)?
Custom domain routing is available on our Pro and Enterprise tiers, completely white-labeling the experience.
Can I remove the 'Powered by Zynclog' badge?
Yes, the white-label feature on the Pro tier allows you to remove all Zynclog branding from your client's view.
Features & Workflow
How do Milestones work?
Milestones break your service down into phases. As you complete each phase, your client's portal instantly updates with a clean progress bar and timestamp.
What are AI Client Updates?
When you finish a milestone, our AI reads the context and drafts a professional update email that you can review, edit, and send to your client instantly.
Can clients upload files to the portal?
Currently, Zynclog is a one-way communication log (you updating the client). Two-way file uploads are on our roadmap for Q4.
How do I edit a milestone if I make a mistake?
You can edit, reorder, or delete any milestone from your Master Dashboard. The client's portal will silently update to reflect the changes.
Billing & Security
Is my payment information secure?
Yes. All payments, subscriptions, and global taxes are securely processed by Paddle, our Merchant of Record, utilizing bank-level encryption.
What is your refund policy?
We offer a no-questions-asked 14-day money-back guarantee. Email support within 14 days for a full refund.
Can search engines see my clients' projects?
No. All client portals are strictly excluded from our sitemap, and we inject a 'noindex' meta tag to prevent Google from crawling private data.
Is Zynclog GDPR compliant?
Yes. We offer data export and deletion tools in your dashboard to comply with European data privacy regulations.