Início └M7 Portal
M7 Portal

M7 Portal

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

Curso Privado
Por favor entrar entrar em contato com o responsável.
Responsável Rodrigo Genz
Última Atualização 2025-21-04
Tempo de Conclusão 35 minutos
Membros 2
Básico
  • 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