How-to articles

Title	Creator	Modified
Adding Customers	@a user	Dec 22, 2022
Change Password	@a user	Dec 22, 2022
Troubleshoot Complex Issues	@a user	Dec 15, 2022
Viewing Company Insights	@a user	Mar 24, 2022
How to resend an invitation	@a user	Apr 06, 2021
Can't sign in - How to troubleshoot your borrower's sign-in problems	@a user	Mar 23, 2021
How to restart or reset a PPP loan application already approved by the SBA (Lender Reset)	@a user	Mar 17, 2021
How to use Secure Mail	@a user	Mar 16, 2021
How to convert existing regular applications to the new Borrower Application forms for Schedule C Filers	@a user	Mar 16, 2021
Guidelines for the new Borrower Application Forms for Schedule C filers	@a user	Mar 15, 2021
How to use eSign	@a user	Mar 09, 2021
How to track your portfolio	@a user	Mar 08, 2021
Change client owner of an account	@a user	Feb 01, 2021
Users & Groups	@a user	Dec 10, 2020
Return PPP Application	@a user	Dec 09, 2020
Communication Log	@a user	Dec 08, 2020
Reconnecting a Cloud Application	@a user	Sept 17, 2020
Change Email	@a user	Sept 15, 2020