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ID Title Type Of Article
4843 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4842 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4841 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4840 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4839 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4838 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4837 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4836 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4835 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4834 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4833 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4832 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4831 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4830 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4829 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4828 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4827 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4826 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4825 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4824 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4823 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4822 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4821 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4820 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4819 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
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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
 
    1. 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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