Portals Training Series - E7. Client Portal Overview

Client Portal Overview

In this video, we will be wearing the shoes of your Clients and walking you through the features and benefits of the Client Portal.

Agenda:
  • Key Features
  • SignRequest Integration: Sign & Accept offers

What you'll leave with

After viewing this video, you will:
  • Understand the Standard workflows and actions completed by the client in the Client Portal.
  • Understand how Clients can leverage the portal to access and organize documents and data sent directly from Vincere Core.