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Search Knowledge Base Keyword Search Search For Any Of Words All Words Exact Phrase Clear Knowledge Base Web View Total Records: 106 ID Title Type Of Article 1037  Engage Startup Settings will Crash if not setup correctly Support 1031  Create and Edit Disclaimer Footers for Engage Reports and Forms How To 1028  New Feature for Quote Module ---- Quotation Expiration Notice: How To 1024  Setup Access to Compliance File Manager on SI Portal How To 993  5 things customers want from their salesperson Sales and Marketing 778  TPM Installed on Cheetah requires correct BIOS Version How To 730  Parallels Connection Mode Change How To 728  Cell Phone Policy for Conference Rooms and Meetings Company Policy 723  Office 365 Appointment Feature Meeting Poll How To 722  Managed Services Program Descriptions - Elite, Live, Guard Training Resources 712  Windows 10 multiple display - windows are moved and resized on display power cycle or sleep Support 694  QuickBooks Stop from retaining Last Logged-In User on Startup of QuickBooks How To 687  Fix for Error Call to GetCustomUI() for RibbonID "Microsoft.Excel.Workbook in Engage OLE" Support 675  Browser Emulation Settings in the Registry allows IE version for specific applications How To 671  Use Eversign with Engage for Digital Signatures on Quotes, Work Orders, Invoices and More How To 660  3CX Client How to setup Auto Status Change on Workstation Idle How To 649  Engage Online Portal Export Reports to Excel How To 643  How To Find PC Name How To 599  Consumption Marketing a function Consumption Economics: The New Rules of Marketing Case Study 598  Dynamic Resource Allocation Strategy Workforce Management Case Study 597  Hyper-Converged Threat Initiative IT Security Strategy Case Study 596  Cyber Security and My Cloud Applications: Am I safe? Case Study 595  What value does Data-Tech bring to a Cloud Provider Partnership? Case Study 594  The solution was extremely reliable and the process couldn’t be simpler. Case Study 593  Emergency Services Turn to 3CX Voice Over IP Phone System after Hurricane Strikes Case Study Add New  Records per page - 1 5 10 25 50  2 of 5    Engage Knowledge Base Web View         How To          Print Title Setup Access to Compliance File Manager on SI Portal       Resolution How to Setup Access to the Compliance File Manager on Service Interaction Portal   Verify the proper directory structure in Customer Profile under the "Portal" tab   2. Verify or Create User Login Account under the "SI User's" Tab   Setup a New Account if none exist with Security Level "Company"   Send the Registration Email to the New User The Registration will have the Username, Password and URL for the Portal. *You may want to check the "Encrypt Registration Email" option.     3. User will be directed to our Service Interaction (SI) Portal. https://mysupport.datatechitp.com/    Login to the Portal   4. Navigate to the "Customer" Module for Advanced Business Features Locate and click the "Compliance File Manager" module link   5. From the "Compliance File Manager" User can "Add New" to start uploading Compliance Files.   6. Only the Description, Instructions and Select File Upload are required.    7. Accessing the Uploaded files from the Customer Profile in Engage Back Office Go to the Customer Profile Click on the Portal Tab Click on the File Browser Button next to the Compliance Upload Directory   8. File Browser will open to this directory and allow access to the uploaded files.   Vendor * Web Link Date Entered 2/19/2021 You Tube Link Type Of Article How To Article ID 1024

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