Client help centre

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  1. Client Portal
  2. New Client Views
  3. Docs

Docs

  • How do I upload a document?
  • How do I view documents stored in my portal?
  • How do eSignatures work?
  • How do I sign a document?
  • How do I move documents from and to different folders?
  • How do I create and manage Doc folders?
  • How do I lock or unlock a document?
  • Document Locking/Unlocking Information

Portal

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