General

• Selecting The Appropriate Module: Client Connect vs Partner Connect
• Attaching and Uploading Files
• Supported Browsers
• Viewing your plan information
• Internal and External Messaging
• Email Delivery Failure Notification

• ADV Form Monitoring
  • ADV Filing Comparisons
  • View and Follow Form ADVs

See all 15 articles

CENTRL Network Basics

• Corporate Email Configuration
• Corporate Network Configuration

Security

• Logging into the Platform
• Completing Platform Registration
• Guest Email Verification
• Password Reset
• Changing Password in the App
• Password Policy

Managing your Company

• Submitting a Support Request
• Company Logos and Vetting

Manage Table Views

• Manage Table Views
• Search and Filter Attributes
• Sorting Table Columns
• Table Settings
• Rearranging & Resizing the Columns
• Active Assessments Quick Table Views

Quick Start Guides

• QSG: Responding to Assessments
• QSG: Responding to Issues
• Quick Start Guide: Adding Internal Users
• Quick Start Guide: Managing Partners and Assessments
• Quick Start Guide: Response360 Adding and Managing Users
• Data Offload Guide