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Client Portal
Set up the Client Portal and manage requests, documents and e-signing.
- Introduction and Initial Portal Setup (One-Time)
- Setting a Client Portal Logo [2]
- Preconditions for Using the Portal [3]
- Client Portal Login Process [4]
- Adding Portal Requests to a Task [5]
- Portal To Do Requests [6]
- Portal Form Requests [7]
- Portal Upload Requests [8]
- Portal Download Requests [9]
- Task Status & Notifications [10]
- E-Signing Setup (One-Time) [11]
- Using E-Sign [12]