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  3. Portal Features

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?

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