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• Portal Notifications and Documents

  Support March 24th, 2020 @ 3:10 pm
  

  So all that and no clarification? Why do I need to call someone?

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• Portal Notifications and Documents

  Support March 24th, 2020 @ 11:18 am
  

  "when any users login to the portal first time than we have to redirect the user forcefully to upload the document page. After uploading documents, the user can access other features of the portal." This would be perfect as it forces completion of our registration.

  All documents are in PDF of Image format. Registration, NDA, and other agreements need to use our services.

  If the first part is easier than creating fields we would like to do that.

  Anything on Notifications?

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• Portal Notifications and Documents

  Support March 24th, 2020 @ 8:23 am
  

  Thank you for the response.

  I assume by field value you means such as all Contacts and Users. If you could do that that would be great.

  As to the assignment of documents you are accurate in your assessment but not to accounts but new Contacts and Users that sign up.

  Please let me know it these things can be done.

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