M7 Instructions

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

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Élémentaire

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
- How to Access Shared Files & Folders in the Portal
- Sharing Access to Folders
DOCUMENTS
- Creating Document Share Links and Notifications
  
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