Setting Up to Receive Notifications
Notifications are an easy way for a user to stay on top of changes to their clients. If a user has access to a client, they can set up to receive specific notifications for them. Ā Administrative roles can alsoĀ be notified of changes to all user rolesĀ available in the System Admin window. There is more information […]
Electronic Uploader
The Electronic Uploader is where a user can upload files that are on their computer to the site. The files can be placed in the user’s own My Files folder or a client’s My Files folder. 1. File/Browse Button – When clicked, it accesses the files on the user’sĀ computer in orderĀ add one to theirĀ File […]