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
- Share Your Expertise by Participating in Our Monthly Q&As
- Professional Portal Welcome Overview - 12 minutes
- Portal Folder Release - 1.0
- Setting up new client
- Dashboard Activity Feed
- Starting a secure conversation
- Setting up the Send a Referral page.
- ClientWhys New April 2017 Product Enhancements and Features
- How Do I Turn a Blog Category On or Off?
- Should I Delete or Archive a Client?