Partner Portal
Feature-rich tool box to process, validate, track, and report on digital documents.
User Basics
- Glossary of Common Conexiom Terms
- Setting the Default Language
- Setting Password Security Requirements
- User Roles
- Setting User-Permission Profiles
- Adding, Modifying and Deleting Users
- Column Controls for Customer Page, Alerts Page, and Production Documents Page
- Portal Access with Two-Factor Google Authentication
- Support for Single Sign-On through Auth0
- Support Options
The Portal
- Using Conexiom's Partner Portal
- Navigator: Interpreting Data And Insights
- Using Tabs In Navigator
- Navigator-Tab Source Information: Order Accuracy Optimization
- Using Filters In Navigator
- Navigator-Tab Source Information: Order Statistics
- Navigator-Tab Source Information: Orders With Errors
- Navigator-Tab Source Information: Order Automation
- Navigator-Tab Source Information: CSR Performance Management
- Using Navigator
- The Dashboard Tab
- The Reporting Tab
- The Customers (or Vendors) Tab
- The Addresses Page
- The Alerts Tab
- The Documents Tab
- The Company Tab
- Getting Started with Navigator
- Settings for Navigator
Sub Pages
- The Customer (or Vendor) Details Page
- The Cross References Page
- The Alerts Sub-Tab
- The Test Documents Sub-tab
- The Production Documents Sub-tab
- The Account History Sub-tab
- The Buyers & Contacts Section
- The Alert Details Page
- The Document Details Page