Welcome to our BestNotes Software tutorial! In this video we will show you how to create a parent portal account, view and import submitted applications, review the imported information, and send documents to the portal to be signed.
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