Follow us
M7 Portal

M7 Portal

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

Private Course
Please sign in to contact responsible.
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