Managing Permissions and Lead Access to Your Document Portal
In SharpLaunch, you can set permissions for the document portal of each property depending on streamlined or how detailed your...
Document Portal
Tutorials and tips on how to use the document portal
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Adding or Editing Confidentiality Agreements
If you want your clients and prospects to execute a confidentiality agreement before accessing the Document portal, follow the simple... -
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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