Virtual Office

Dashboard

• Notes Widget
• Locked Users (10/24)
• Formatting Toolbar
• Uploading a File to Dillner's
• Quick Tiles

Files

• Review Queue - Release to Client (10/24)
• Review Queue - Review Files Uploaded to You (10/24)
• Review Queue - Upload Files to the Review Queue (10/24)
• Files from Guests (10/24)
• Guest Request (10/24)
• Add Upload File link to Email Signature - Outlook (10/24)

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E-Signatures

• E-Signature Email Notification - Important Read
• Signing a Document From the Client Portal (10/24)
• E-Signature - Step-by-Step for the Non-Portal Signers (10/24)
• E-Signature - Multiple Signers (10/24)
• E-Signature - Single Signature (10/24)
• E-Signature Activity Log

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Conversations

• Conversations with Staff
• Conversations with Client(s)
• Recent Conversations

Management

• Client Portal Search
• Two-Factor Authentication
• Adding a New Client (10/24)
• Network File System Structure
• Office Profile (10/24)
• Dillner's File Transfer Utility (For Clients using PBM)

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PayPortals

• Let Your Clients Know You Offer PayPortals
• PayPortal
• Nudge PayPortal Employee
• Change Employee Email Address or Phone Number
• PayPortal Logo

FAQs

• Forgot User Name?
• What's New
• Client Portal Changes 10/24
• Client Portal Navigational Tips (10/24)
• Navigational Tips (10/24)
• Server Error - 404 File or directory not found

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