Course curriculum

    1. Welcome to the course!

    2. Account & Contact Custom Fields

    3. Automatic Portal Batching

    4. Company/Employee Roster

    5. Continuing Education Transcript

    6. Financial Period Closure

    7. Lockbox for Fonteva

    8. My Downloads

    9. New User Reg (Company Lookup)

    10. New User Reg (Domain Matching)

    11. Roster Disclosure

About this course

  • Free
  • 11 lessons
  • 1.5 hours of video content