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  1. Support Center
  2. Professional View Portal
  3. Getting Started

Getting Started

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  • 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
  • Portal Folder Release - 1.0
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