Progress your way through the general track and then move on to the advanced track once you have mastered the fundamentals.
General SatuitSIP® Secure Investor Portal Track
- Basic Navigation & Menus
- How To Add A Business/Entity
- How To Add A Contact
- How To Add A Document
- Fast Find
- Create A Saved View
- Configure Your Home Page
- Customize Your Browse Lists
- Introduction to SatuitSIP®
- Portal User Activation
- Contact Portal Settings
- Portal Access Management
- Portal Access and Client View
- Shared Content
Advanced SatuitSIP® Secure Investor Portal Track
- Dashboard
- Linking
- Advanced Search
- Custom Search
- Reporting
- Configure Login Page
- Default Configurations
- Investor Email Alerts
- Manage Security Settings
- Configure Portal Folders
- View Portal Audit Log
- Audit Log
- Portal Roles & Permissions
- View Content
- Configure Investor View
- Relationship Manager Team
- E-Signature Settings
- Watermarking
- Site Disclaimer