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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: 105 ID Title Type Of Article 1155  Change your Microsoft 365 for business password to keep your account secure How To 1158  Enable IE Compatibility Mode in Windows Edge Browser How To 1171  Check Junk Folder and Quarantine Email on Office 365 to find missing emails How To 1317  Reenabling Home Page or Web Page Views for Outlook Folders How To 1381  Work Order Task Details Updates to Main Work Order How To 1404  Setup Engage BMS Launch Batch File for Engage Startup How To 1439  Engage SQL Errors and find a stuck user session means RDP Server needs to be rebooted How To 273  Offboarding Checklist New Client 222  Onboarding VMS check List New Client 993  5 things customers want from their salesperson Sales and Marketing 1312  Case Studies and Success Stories Sales Collateral 1323  Sophos MDR Managed Detection and Response Sales Collateral 1228  Customer Care Vendor Management & Billing Protocol SOP 223  Marketing Monthly Reporting Information Support 687  Fix for Error Call to GetCustomUI() for RibbonID "Microsoft.Excel.Workbook in Engage OLE" Support 712  Windows 10 multiple display - windows are moved and resized on display power cycle or sleep Support 557  DT Easy Button working with Remote Desktop or Parallels Support 517  500 colours by colour name, Hex value, RGB value and Microsoft Access code number Support 490  Excel Opens File Very Slowly in Remote Desktop Session RDS Support 221  New Customer: Billing, Collecting, Memorized Transaction Support 217  Deploy Kaseya Script to Install Symantec Antivirus in Server Support 204  Outlook Connection Status Window Support 195  3CX Adding BLF Settings across multiple extensions in the Management Console Support 161  Distribution Group Mail Flow Support 132  MS Access System Resources Exceeded Error Support Add New  Records per page - 1 5 10 25 50  3 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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