Getting Started
- 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?
- Assigning Admin Rights to Employees
- How do I set up my Message Center Email Signature for the client portal?
- Using Tags to organize documents
- Admin Locked Out of Portal
- Portal - Client Password Reset
- Permanently Delete a Client from the Portal
- Permanently Delete a Spouse from the Portal
- Add a Spouse to the Client List
- How Do I Export My Client List
- How do I rename a file?
- Client List - Database Template
- Security - Portal
- Print messages from portal
- Hero admin account cc function on messages
- Bulk Message Center Status Update
- Message Center Assigning and Task Collaboration
- Message Center - June 2013 Update
- Message Center - Send Secure Messages to Groups or All Clients
- ClientWhys Portal Preferences and Settings
- Client Portal Notes