Frequently Asked Questions
Frequently Asked Questions
Embedded Files
How do I use this Client Portal?
How do I use this Client Portal?
Please review the video overview on the home page that walks through the features on each page.
Where can I see current tasks assigned to me?
Where can I see current tasks assigned to me?
Please visit the Calendar page and scroll below the calendar to see a list of currently assigned tasks. You can find more information in the forum on the Communication Hub page.
Where can I find documents that I need to review?
Where can I find documents that I need to review?
The Files page contains all files related to your project. These files were also included in the instructions sent to you via the Communication Hub.
What is the status of my project?
What is the status of my project?
There are a few ways to find the status of your project.
Check the Calendar page to see the current schedule and active tasks.
Visit the Communication Hub to view recent announcements and messages related to your project. From this page, you can also reach out to our team for an update or to answer any questions.
Where can I review reports?
Where can I review reports?
Your marketing dashboard is embedded on the Reports page.
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