Virtual Office

Dashboard

• Locked Users
• VO Basics
• Navigation (Clients)
• Formatting Toolbar
• Impersonation
• Control Menu

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Files

• 3.0 Review Queue - Release to Client
• 3.0 Review Queue - Review Files Uploaded to You
• 3.0 Review Queue - Upload Files to the Review Queue
• 3.0 Guest Request
• Add Upload File link to Email Signature - Outlook
• 3.0 Private Files (Briefcase)

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E-Signatures

• 3.0 Signing the Document From the Client Portal
• 3.0 E-Signature - Step-by-Step for the Non-Portal Signers
• 3.0 E-Signature - Single Signature
• 3.0 Signing a document from the Client Portal
• E-Signature Activity Log
• E-Signature - User Password Feature

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Conversations

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

Management

• 3.0 Adding a New Client
• Network File System Structure
• 3.0 Office Profile
• Dillner's File Transfer Utility (For Clients using PBM)
• Add Staff (Office)
• 3.0 Configure Non-Portal File Send/Receive Settings

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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

• Client Portal 2.0 Basics
• 3.0 Client Portal Navigational Tips
• What's New 2024
• 3.0 Navigational Tips
• What's New 2023
• Client Portal Basics

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