by Skyler Epperson | Mar 28, 2017 | Support
Change Portal Email Accidentally send a Portal to the wrong email address? Never fear, you can change portal email information simply and quickly to ensure the portal is sent to the correct person. Follow the steps below to successfully alter the Portal...
by Brad Vossler | Feb 2, 2017 | E-form, Feature
Portals vs. Public E-Forms There are two basic ways to interact with external users – Portals and Public E-Forms. Both have their benefits and uses but both have different requirements and outcomes. So the question is “When do I use Portals vs. Public...
by Skyler Epperson | Dec 9, 2016 | Collaboration, Feature
Collaboration Portals Pt. 4 is the fourth and final piece in a series of Collaboration Portal articles. If you haven’t already read the first 3 articles in the series I would highly recommend doing so. You can read Collaboration Portals Pt. 1 to see how to share...
by Skyler Epperson | Nov 25, 2016 | Collaboration, Feature
Collaboration Portals Pt. 3 is the third piece of a series of Collaboration Portal articles. Please read Collaboration Portals Pt. 1 to see how to share documents via a portal in a more simple manner. Please read Collaboration Portals Pt. 2 for a more advanced article...
by Skyler Epperson | Nov 18, 2016 | Collaboration, Feature
Collaboration Portals Pt. 2 is the second of a series of Collaboration Portal articles. Please read Collaboration Portals Pt. 1 to see how to share documents via a portal in a more simple manner. This article delves deeper into creating a portal by hand using the...