Clients in the New EZFacility Experience
- Self-Service - How to invite existing contacts
- How to Set Up Client Categories
- Generating a Document from a Client's Account
- Email Verification and Subscriptions For Clients
- How to View Document History on a Client Profile
- View a History of all Acknowledged Documents
- How to Disable a Client
- How to Create and Use Tags on a Client Profile
- How to Merge Client Profiles
- How to add a Photo to a Client Profile
- How to direct email a client through their profile