Getting Started
- 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?
- Print messages from portal
- Bulk Message Center Status Update
- Message Center Assigning and Task Collaboration
- Message Center Status and Types
- Message Center - Send Secure Messages to Groups or All Clients
- ClientWhys Portal Preferences and Settings
- Client Portal Notes