Account Setup

Initial Setup Guide
Install & Activate License
Add Additional Users
DropOff Links
Send Options
Link Authentication
Master PDF Password
Portal Configuration
Retention Policy
Upload Company Logo

Licensed User Training

Overview Video
Send Options & Auth. Methods
Managing Users/Contacts
Sent Items History Report (SIHR)
Cancel a Transfer
My Portal Inbox (MPI)
Manage Locked Users

Client Facing

Using the Client DropOff Link

Support Items

Reissue a License
Update a Contact's User Group
Where Do I Find My Product Key?

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