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Portal Features
Dynamic Document Distribution
5
How to use the Distributed Documents tool?
How to edit recipients to a document already distributed?
How to replace a document?
How to delete a document that's been distributed
How to review the document history
Checklists
6
How to create a checklist?
How to assign a checklist to your clients?
How to unassign a checklist
How to edit a checklist template?
How to Assign or Unassign a Contact (Trusted Advisor) to a Checklist Item
See all 6 articles
Corporate Vault
1
What is a Corporate Vault?
Global Folder
2
What is a Global Folder?
How to add a folder level 3 under a Global folder?
Banner folder
1
How to activate the Banner folder?
Collaboration with clients contacts
2
How to add a Trusted Advisor?
How to add a Global Trusted Advisor?