For our Client Portal release, we have created a flow chart to walk customers through the process in a step-by-step guide as to how best Purchase>Enable>Use. We believe the series of guides, in the natural order, will lead to a more fundamental understanding of how to best take advantage of this offering!
Please note, we are currently in a closed BETA for our Client Portal. Should you like to participate in our next round, please Submit a Ticket with our team!
Attached, you'll be able to view the Portal Experience Guide. Please note, each tile is a hyperlink to a unique document and tutorial. Some tiles have both 'Video' and 'Article' links that will each take you to a separate document respectively.