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Knowledge Base
MangoShare
MangoShare
Document Management
Adding a Company Logo
Adding Staff Members
Allow Clients to Create New Folders in the Client Portal
Allow Clients to Delete Files in the Client Portal
Archiving Clients
Archiving Contacts
Assigning Staff
Changing Passwords
Changing the Default Link Authentication Method
Creating a Security Question for a Contact
Creating New Tags
Enable Electronic Signatures for a Staff Member
Removing Contacts from Clients
Resetting Password for a Contact
Resetting Password for a Staff Member
Unassigning a Staff
Updating Client’s Information
Updating Firm Information
Updating Notification Settings
Responding to a “Shared Client Portal Access” Invite Email.
Enable Auto-Archiving for Files
Enable Auto-Expiring for Files
How do I see if someone viewed a file I sent them?
