This article provides a comprehensive guide on managing the BestNotes Parent-Guardian Portal, including creating accounts, handling applications, and sending documents for signatures.

Permissions Required

• Web Portal

Visual Tutorial

Additional video segments:

• 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

Managing 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. Grant "Web Portal" permission to the parent/guardian.
7. Send documents to the portal for signature.