Home

  
 
 

Search Knowledge Base


Knowledge Base Web View
Total Records: 103
ID Title Type Of Article
195 
3CX Adding BLF Settings across multiple extensions in the Management Console Support
660 
3CX Client How to setup Auto Status Change on Workstation Idle How To
993 
5 things customers want from their salesperson Sales and Marketing
517 
500 colours by colour name, Hex value, RGB value and Microsoft Access code number Support
583 
Aaneel Infotech VDI Programmers Project – How to use local USA resources and leverage oversees talent Case Study
487 
Access Denied on Scorpion Interactive Web Portal Support
577 
Access Health Care Physicians, LLC Internet Security and Performance Optimization Case Study
109 
Active Directory Domain Naming Considerations Support
404 
Adding Media Players to Engage PHD Cloud Manager Support
488 
Adding Messages with URL to Support Portal Message Center How To
4 
Adobe Acrobat Slow on Remote Desktop Server Support
403 
Android Player Setup for Ping HD Signage Program Engage PHD Support
259 
Bay Dermatology Data-Center and Citrix Migration to 2X RAS on Data-Tech Cloud Services Case Study
675 
Browser Emulation Settings in the Registry allows IE version for specific applications How To
1312 
Case Studies and Success Stories Sales Collateral
728 
Cell Phone Policy for Conference Rooms and Meetings Company Policy
1155 
Change your Microsoft 365 for business password to keep your account secure How To
20 
Check Acronis Imaging on Starship 03, Getting Repeat Failure Notices via Email Support
1171 
Check Junk Folder and Quarantine Email on Office 365 to find missing emails How To
578 
Columbia Restaurant Group Migration Premise to the Cloud Case Study
312 
Conference Call Setup with 3CX Windows Client How To
95 
Connect a USB Camera to Thin Client Support
599 
Consumption Marketing a function Consumption Economics: The New Rules of Marketing Case Study
99 
Converting ASYNCC to ASYNCD Cards in an OLT Support
1031 
Create and Edit Disclaimer Footers for Engage Reports and Forms How To
Add New  Records per page  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
 
    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


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