Category "Quick Guides"

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Partner Platform 2020.1 Update

  This year you can look forward to more frequent Partner Platform updates.This page covers the first installment of enhancements included in the Partner Platform 2020.1 Update. Your agency will not have to take any action to receive this update […]

Sharing Documents to the Client Portal

If enabled in the Portal Settings, documents can be shared from a Client’s Profile to the Client Portal. This QuickGuide explains how to share and remove documents from the Client Portal.

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