Settings in Portal Admin

Employees
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...
Wed, 30 Aug, 2017 at 10:49 PM
Dashboard
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
Signing
Your firm can set a period (in days) after which the Portal will automatically resend the "Document requires signatures" notification to all signa...
Mon, 10 Jul, 2017 at 9:07 AM
Notifications
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 ...
Tue, 27 Jun, 2017 at 2:58 PM
Filters
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 "...
Wed, 28 Jun, 2017 at 3:46 PM
Branding
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