Add or Edit the Confidentiality Agreement
If you want your clients and prospects to execute a confidentiality agreement before accessing the Document portal, follow the simple...
Document Portal
Tutorials and tips on how to use the document portal
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How to Add Multiple Confidentiality Agreements
This is a short tutorial on how to add multiple confidentiality agreements to a document portal sign-up process. From the... -
Navigating the Due Diligence Section of the Document Portal
The Due Diligence feature in the “Documents” portal of the SharpLaunch platform gives you more customization ability to select which... -
How to Bulk Edit Sign-up Forms for All Property Sites
To bulk edit the Document Portal sign-up form across all of your property sites, follow these steps: Locate the “Documents”... -
Global Login for Users: An Overview
Our global login system allows users to seamlessly navigate between different document portals for each of your properties while maintaining...
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