Home Support Options My Company Request Information Partners Back Office Logout SI 5.2

Search Knowledge Base Keyword Search Search For Any Of Words All Words Exact Phrase Clear Knowledge Base Web View Total Records: 103 ID Title Type Of Article 236  Using DocuSign for Quotes in Scorpion Workflow 411  Introduction to Meraki Cloud Managed Switches Workflow 1105  Word for Windows Training Tips and Tricks Training Resources 1106  Outlook Training Tips and Tricks Training Resources 1107  Excel Training Tips and Tricks Training Resources 1108  Microsoft Office Cheat Sheets Training Resources 1144  MS Teams How To Videos Training Resources 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 121  Dell OptiPlex 9020 All IN One Knowledge Base Resource Support 120  Telnet to device not working externally but does internally Support 99  Converting ASYNCC to ASYNCD Cards in an OLT Support 96  View emails of deleted employees with GFI Email Archiver Support 95  Connect a USB Camera to Thin Client Support 23  Upgrading Xp Pro to Windows 7 application and all Support 20  Check Acronis Imaging on Starship 03, Getting Repeat Failure Notices via Email Support 16  Emails in Outlook are printing in a very small font Support 4  Adobe Acrobat Slow on Remote Desktop Server Support 113  Internet Explorer Slow Support 109  Active Directory Domain Naming Considerations Support 223  Marketing Monthly Reporting Information Support Add New  Records per page - 1 5 10 25 50  1 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

Copyright   Lietz Development, Inc. 1996. All Rights Reserved.

www.datatechitp.com