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.
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.