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Find short help articles for client invites, uploads, billing, security, and common workflows.
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Open
6
Resolved
42
Avg response
18m
Invite a client into the portal
Client setup
Suggested article
Fix a failed document upload
Documents
Suggested article
Reset staff two-factor authentication
Security
Suggested article
Understand request notifications
Workflow
Suggested article
Support Path
Resolve common issues without losing momentum.
Help content should get firms from problem to next action quickly, with clear escalation when support is needed.
02
Follow a fix path
Use guided troubleshooting for failed uploads, login issues, notifications, and permissions.
03
Send context
Attach screenshots, workspace details, and client impact so support can respond quickly.
04
Track resolution
Follow open requests and recommended next actions from one support workspace.
Help Topics
Support organized around firm and client workflows.
Keep help content practical: what happened, why it happened, and what the firm should do next.
Getting Started
First setup, firm profile, staff access, branding, and workspace launch steps.
Firm setup
Staff access
Branding
Launch checklist
Help-ready
Client Support
Help clients sign in, upload files, respond to requests, and review documents.
Client login
Uploads
Requests
Signatures
Help-ready
Security & Access
Resolve permission issues, account recovery, two-factor authentication, and audit questions.
2FA reset
Roles
Audit log
Data access
Help-ready
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