Partner support help centre
Partner Portal and FuseSign Integration
How to get training on the Portal
How do I Reset my password?
How do I change my password?
How do I set up my services in the Partner Portal?
How do I configure my client surveys?
How do I set up Report Covers ?
How do I direct property statements straight to the portal?
How do I set up a Debt Review?
How to use Cashflow to meet your Best Interest Duty obligations
Overview of the Partner Portal Dashboard
What reports are available to clients in the portal?
How do I export transactions from Cashflow to a CSV?
How do I add a To-do in the Partner Portal?
How do I add a client group?
5 top tips for managing clients
How do I ungroup clients?
How to invite one or multiple clients to the portal
How do I merge clients?
See all 16 articles
How do I bulk send a digital form to various client?
How do I confirm that a client has received my document?
How do I send a digital form to a client?
How do I create a digital form for a client (Open a new form)?
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?
How do I identify new opportunities?
Introduce your clients to the wealth portal using Marketing Hub
How do I get my staff trained?
What is the Marketing Hub and how does it Work?
How to Create a Room for a Client
How do I work inside the Room feature?