Using Portal
Using Portal To publish (send) a file to a client’s Portal, navigate to the client in Document, right click on the file you wish to publish, and choose Publish. Select the appropriate folder and leave the mode on read. The client will be automatically notified via email that you have published a file.
18-Apr-2022
Client Portal Login Help
These instructions along with the Portal (Client Axcess) user guides can be found as PDF files at the bottom of this page. Please use these instructions if you are resetting your password for Portal or logging in for the first time without the welcome email. If you run into any issues, please note at which point …
31-Mar-2022
