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
- Add a Professional Headshot Portrait
- Dashboard Activity Feed
- Setting up the Send a Referral page.
- Using Tags to organize documents
- How do I rename a file?
- Global File Purger
- ClientWhys Portal Preferences and Settings
- Client Portal Notes