Overview

• Dashboard

Clients

• Add a Client
• View Your Client List
• Viewing and Editing Clients

Services

• Custom Fields
• Services

Proposals

• Proposals
• Send BrightManager Proposal

Branding

• Branding
• Email Branding
• E-Sign Portal Designer

Templates

• Proposal Templates
• LoE Templates
• Email Templates

Settings

• What are custom SMTP details?
• Account Settings
• My Settings
• User Management
• Grant Account Access to Support