Client Portal allows users of Document Manager to grant clients online, any time access to upload and download documents, data files and reports.
- Introduction to use of Client Portal:
- Enabling a client to use Client Portal
- Sharing documents with clients
- Requesting and managing client signatures for a single document
- Client Portal reports
- Client use of the Portal Viewing and signing document
- Saving documents from the Client Portal
All attendees receive a manual covering these topics for future reference.