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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: 103 ID Title Type Of Article 694  QuickBooks Stop from retaining Last Logged-In User on Startup of QuickBooks How To 586  QuickBooks Multi-Client Management Solution for Renaissance Consulting Case Study 581  Property Management IT Services Increases Productivity for Realtor Case Study 730  Parallels Connection Mode Change How To 1106  Outlook Training Tips and Tricks Training Resources 204  Outlook Connection Status Window Support 222  Onboarding VMS check List New Client 723  Office 365 Appointment Feature Meeting Poll How To 273  Offboarding Checklist New Client 1028  New Feature for Quote Module ---- Quotation Expiration Notice: How To 221  New Customer: Billing, Collecting, Memorized Transaction Support 1177  MS365 Updates March 2022 Document 1144  MS Teams How To Videos Training Resources 132  MS Access System Resources Exceeded Error Support 1108  Microsoft Office Cheat Sheets Training Resources 223  Marketing Monthly Reporting Information Support 722  Managed Services Program Descriptions - Elite, Live, Guard How To 580  Managed Security Services recovers stolen medical equipment for client Case Study 592  Kaseya VSA Over Other Tools What it Means for Our Clients Case Study 411  Introduction to Meraki Cloud Managed Switches Workflow 113  Internet Explorer Slow Support 116  Install & Configure Sonicwall NSA 220 Lan Analyzer Software How To 569  Importance of Company Organizational Chart Company Policy 597  Hyper-Converged Threat Initiative IT Security Strategy Case Study 643  How To Find PC Name How To Add New  Records per page - 1 5 10 25 50  2 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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