Settings in Portal Admin
From the Employees area under settings, you can manage the employees of the firm who will have access to the portal. The options available will be dependent...
Mon, 8 Jul, 2019 at 2:46 PM
The Dashboard is home to notifications of recent events on the system. As clients join your Portal
and documents are uploaded, downloaded and signed, noti...
Thu, 26 Nov, 2015 at 9:41 AM
Your firm can set a period (in days) after which the Portal will automatically resend the "Document requires signatures" notification to all signa...
Wed, 28 Nov, 2018 at 3:21 PM
Notifications are the way you and your clients know of actions on the portal. They are sent when an individual task has been performed on the Portal. When n...
Wed, 28 Nov, 2018 at 7:35 AM
Filters are used to make it easier to view documents by grouping them under a filter. The Settings > Filters allow an administrator to set the "...
Tue, 27 Nov, 2018 at 4:27 PM
Branding enables you to customise the look and feel of the Portal for your firm. From this area you can:
Obtain the code needed to embed the portal lo...
Wed, 28 Jun, 2017 at 3:56 PM
Please make sure this Email Address/Account has not been setup for Signing tasks first. NOTE** If the Account email address needs to be changed please make...
Wed, 6 Mar, 2019 at 8:53 AM
If you are using a firewall on your network (please ask your IT team) then please go to the below Master Whitelist and ensure the relevant URLs are allow...
Fri, 23 Mar, 2018 at 4:32 PM