Account

• Client Portal One-Time PIN Authentication
• How to enable Multi-Factor Authentication
• Adding your Branding
• Creating or Updating a User
• Default User Roles and Permissions
• Modify the naming convention for converted PDF files
• Setup Custom Domain and Sending Address
• Custom User Roles and Permissions
• Borrower email notification
• Managing Notification Preferences
• Setting Up Single Sign-On (SSO/SAML) in FileInvite