Everything You Need to Know for Portal 2.0
Everything You Need to Know for Portal 2.0
Overview
This document details all of the updates and new videos and articles we created for the Portal 2.0.
Useful Links
Product Release Notes
Beta Portal 2021-2022 Release Notes
Videos
Tour of the New F2B Portal
Tour of the Help Center
Submitting a Help Ticket
Managing Folders
Viewing Users vs. Recipients
Creating a User
Creating a Recipient
Managing Forms
Managing Form Data Files
Managing Licenses
Accessing Sent Forms
Admin Training
KB Articles
Portal Quick Start Guide
Managing Users and Recipients
Roles in the Portal
Managing Forms
Managing Mandatory Recipients
Managing Devices
Managing Licenses
Sent Forms
Form Data Files
Managing Work Orders
Dispatching Work Orders from the Portal
Introduction to Workflows
Basic Workflow