Don't miss out!
→
Register Now
Register Now
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.
Register Now
Register Now
Powered by