Briefs and Portal
- Using Briefs
- Creating Brief Templates
- FAQ
- What's New - Client Portal Experience
- Portal Process - Printable Cheat Sheet
- Common Practices for Using the fp. Portal
- Set up Your Contacts as Portal Users
- Portal User Permissions/ Permission Sets
- Portal User Subscription/Alert Sets
- File & Note Visibility to Clients in the Portal
- Directions to Help Your Clients Use the FP Portal
- FAQ