Training videos

Getting Started

• How do I Reset my password?

Admin Settings

• How do I change my password?

Configure

• How do I set up my services in the Partner Portal?
• How do I set up Report Covers ?

Digital Forms

• How do I send a digital form to a client?
• How do I create a digital form for a client (Open a new form)?

Documents

• How do I use the Upload documents feature?
• How to delete a document sent for signing
• How do I get the eSignature certificate?
• Can a couple sharing an email address sign documents electronically?

Dashboard

• Overview of the Partner Portal Dashboard

Clients

• How do I remove (unlink) a client from my Portal?
• How do I perform bulk actions on the client list?
• How do I add a co-owner?
• How do I assign staff to client files?
• How do I merge clients?
• How do I use the filter on client Goals?

See all 7 articles

Rooms

• How do I work inside the Room feature?
• How to Create a Room for a Client