Home

 
 
 

Search Knowledge Base


Knowledge Base Web View
Total Records: 103
ID Title Type Of Article
582 
Hooters Hotel & Casino Las Vegas – Technology Upgrade and Rollup Case Study
1056 
How to backup and restore Taskbar Pinned Apps How To
1130 
How to create a Fillable PDF from Engage Check List How To
643 
How To Find PC Name How To
597 
Hyper-Converged Threat Initiative IT Security Strategy Case Study
569 
Importance of Company Organizational Chart Company Policy
116 
Install & Configure Sonicwall NSA 220 Lan Analyzer Software How To
113 
Internet Explorer Slow Support
411 
Introduction to Meraki Cloud Managed Switches Workflow
592 
Kaseya VSA Over Other Tools What it Means for Our Clients Case Study
580 
Managed Security Services recovers stolen medical equipment for client Case Study
722 
Managed Services Program Descriptions - Elite, Live, Guard How To
223 
Marketing Monthly Reporting Information Support
1108 
Microsoft Office Cheat Sheets Training Resources
132 
MS Access System Resources Exceeded Error Support
1144 
MS Teams How To Videos Training Resources
1177 
MS365 Updates March 2022 Document
221 
New Customer: Billing, Collecting, Memorized Transaction Support
1028 
New Feature for Quote Module ---- Quotation Expiration Notice: How To
273 
Offboarding Checklist New Client
723 
Office 365 Appointment Feature Meeting Poll How To
222 
Onboarding VMS check List New Client
204 
Outlook Connection Status Window Support
1106 
Outlook Training Tips and Tricks Training Resources
730 
Parallels Connection Mode Change How To
Add New  Records per page  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
 
    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.