Navigating the Portal Home Page
Understanding the Collaboration and Client Areas
Best Practices
Adding Files
Checking Files In and Out
Downloading Files
Managing Tasks
Managing Reminders
Using the Files Recently Added List
Using the Files Expiring Soon List
Editing Your User Profile
Adding a Profile Picture
Changing Your Password
Customizing Your Home Page with Collapsible Panels
Adding a New Portal User
Editing Information for Portal Users
Assigning Access and Security Privileges for a Portal User
Editing the Access and Security Rights for a Portal User
Managing Portal Users
Managing Firm Users
Managing Portals
Setup Tasks for Firm Administrators
CCH