M7 Internal Instructions
Learn how to use our M7 Portal Features and be prepared to help our clients with it.
Cours privé
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| Responsable | Rodrigo Genz |
|---|---|
| Dernière mise à jour | 30/05/2025 |
| Temps d'achèvement | 1 heure 19 minutes |
| Membres | 2 |
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Élémentaire
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ABOUT M7 PORTAL
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How to invite contact to M7 Portal
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Overview of M7 Portal Features
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Adding Payment Methods to Contacts
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CLIENT DOCUMENTS
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Understanding how Client Documents Works
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How Managing Client Document Access
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Standard folders to Client Document and how to customize to contacts
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Sharing Document Folders to other contacts
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Uploading & Downloading Files in M7 Portal
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How to Access Shared Files & Folders in the Portal
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Sharing Access to Folders
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