The dashboard provides you insight to the activity within your portal. Track uploads, downloads, client logins and more. The activity feed can be viewed under the clients tab, dashboard.
Articles in this section
- Professional Portal Welcome Overview - 12 minutes
- Starting a secure conversation
- Dashboard Activity Feed
- Portal Folder Release - 1.0
- Setting up the Send a Referral page.
- ClientWhys New April 2017 Product Enhancements and Features
- Global File Purger
- How do I set up my Message Center Email Signature for the client portal?
- Using Tags to organize documents
- How do I rename a file?