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Admin User Welcome Kit
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Partner Approval and Onboarding Guide
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What is the difference between "Become a Partner" and "Request Access" forms?
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What is the Agreements Functionality and How Do I Use It?
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How Do I Manually Upload a Signed Agreement to an Organization's Profile?
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How Do I Assign/Unassign Agreement Templates?
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How do I control who appears in the Partner Managers Widget?
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How do I use the Articles Widget?
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How Do I use the Rich Text Widget?
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Library Configuration Overview
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How do I set Partner Portal Content Access & Permissions?
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How do Library Group permissions work?
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What is the Deal Registration Module and how does it work?
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How to configure the Deal Registration workflow
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How to Configure Deal Expiration
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What Email Notifications Are Available?
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How Do I Update My User Email Settings/Preferences?
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What is the Email Digest feature and how does it work?
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How do I use Dynamic Reporting to create custom reports and Views?
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How do I use Analysis View to Create Custom Chart and Pivot Table Reports?
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How Do I Share a Custom Report/View?
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What is the Training and Certification Module and how does it work?
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How do I create Training Courses, Lessons, and Quizzes?
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How do I create User and Organization Certifications?
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What is the Lead Distribution Module and how does it work?
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What happens when I assign a Lead?
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Why are the Lead details hidden from the Partner until they open the Lead?
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What is the MDF Module and how does it work?
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What Is the MDF ROI Feature and How Does It Work With Deal Registration?
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What's the difference between the MDF Account Balance and Available Balance?
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What is the Business Planning Module and how does it work?
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How do I print a Business Plan?
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How do I unlock a Business Plan?
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What are the News & Email Marketing Modules and how do they work?
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How Do I Create News Items in the News Module?
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How Do I Create and Send Mailings?