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  1. LogiPro
  2. LogiPro Investor Portal
  3. Setting up the Portal Configurations
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
  • Using the Portal

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

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