The core concept here is to utilize the Task function. Step 1. Click Add Tasks Step 2. Fill in the information in the task details. Step 3. Click on task assignment. Step 4. Your client can see this document from their portal |
The core concept here is to utilize the Task function. Step 1. Click Add Tasks Step 2. Fill in the information in the task details. Step 3. Click on task assignment. Step 4. Your client can see this document from their portal |
Comments
0 comments
Please sign in to leave a comment.