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HowNow Standalone Portal
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HowNow Standalone Portal
Overview of portal functions for connected and standalone portal
Getting Started
HowNow Portal - User Onboarding
Settings in Portal Admin
Updating Client Email Address
HowNow Portal - Logo/Branding updates in the HowNow Portal are not being retained.
Clients
Adding Clients (Entities or Individual Clients) to the Portal
Accounts (People who access the portal)
Working with Documents
Setting Up Documents for Signing Using Adobe Sign
Reports
Announcements
Security, Privacy & Legal
Portal Security Overview