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M7 Portal

M7 Portal

Learn how to use our M7 Portal Features and be prepared to help our clients with it.

Private Course
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Responsible Rodrigo Genz
Last Update 2025-04-21
Completion Time 35 minutes
Members 2
Basic
  • ABOUT M7 PORTAL
    • How to invite contact to M7 Portal
    • Overview of M7 Portal Features
    • Adding Payment Methods to Contacts
  • CLIENT DOCUMENTS
    • Understanding how Client Documents Works
    • How Managing Client Document Access
    • Standard folders to Client Document and how to customize to contacts
    • Sharing Document Folders to other contacts
    • Uploading & Downloading Files in M7 Portal