This article provides a demonstration of the BestNotes Parent-Guardian Portal, covering how to create a parent portal account, manage submitted applications, review imported information, and send documents for signature.

Permissions Required

  • Web Portal

Visual Tutorial

00:05 Create a parent portal
00:34 View submitted applications
00:57 Import submitted applications and associated content
2:15 Review imported information
2:40 Prepare client document for portal
3:09 Give parent "Web Portal" permission
3:21 Send document to the portal

Using the Parent-Guardian Portal

  1. Create a parent portal account.
  2. View submitted applications.
  3. Import submitted applications and associated content.
  4. Review imported information.
  5. Prepare client documents for the portal.
  6. Give the parent "Web Portal" permission.
  7. Send documents to the portal.
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