Utilities and Reports

Add copy and blind copy email addresses to all notifications

Brand email notifications

Customize the appearance of portals

Customize the mobile app appearance

Customize the portal login screen

Edit notification templates and delivery methods

Managing notifications

Notifications added to the Tasks widget by default

Open the Active User Sessions report

Open the Billing Report

Portal activity reports

Run the Web Employee/ESS users report

Run the linked users report

Set up notifications for File Exchange and Document Presentation uploads

Test email notifications

Turn off notifications or remove them from the Tasks widget

View the File Exchange Activity report

View the Password Reset History report

View the portal Login History report

View the Space Usage report

View the User Accounts report to show a history of client and staff portals