LogiPro Investor Portal¶
Introduction¶
Setting up the Portal Configurations¶
- General Settings
- Granting permission to LogiPro users to give Portal access
- Setting which Document Type Groups should be displayed in the Portal
- Setting up 'Portal Access Notification' Email Document Templates
- Portal Access Document Templates: Mergefields
- Portal Access Document Templates: Investor/Contact Merge Statement
- Portal Access Document Templates: Sample Templates
Portal user administration¶
- Controlling Access to the Investor Portal
- How to Control Portal Access for the Beneficiary Investor Contact
- How to Control Portal Access for Additional Investor Contacts
- Granting Portal Access for Each Email Address