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How To Vidoes
Are you searching for details on how to setup and use secure portals with your clients?
Here's a collection of How To Videos that provide step-by-step instructions.
 Starter Portal - Self-Guided Tour
Take a quick, self-guided tour of the starter portal from the portal user's perspective. From the login page to the secure transfer, you'll discover how easy it is for clients and contacts to use your portal. Each page in the Flash tour features mouse-over details. Simply move your mouse over an area of the screen and a pop-up window provides feature details.
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 Getting Started - How to Share Files
Our software makes it easy for you to manage thousands of client portals. This video provides easy-to-follow, step-by-step instructions on how to create a new portal and insert files for secure, browser-based access by clients, employees, and vendors.
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 Getting Started - Notify Clients to Use Portal
Once you organize portal folders and files, simply use our email tool to send the contact an email that includes a special link to their login screen. This video demonstrates how easy it is for you to notify clients.
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 Getting Started - Using the Portal
Your client's portal experience is simple from the moment they receive the email delivery with portal instructions. This video demonstrates how they will set their password for authentication and securely download files.
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