Learn how to create an account and manage loan document teams with this DossDocs MyPortal video guide. Streamline access and collaboration for efficient loan document workflows.
Hi, this is Aletha Nelson. Today, I’ll show you how to create your account in DossDocs MyPortal, set up your profile, invite users to your team, and start a new workflow.
Go to dossdocs.com and select MyPortal from the dropdown to access it. Choose “Sign Up” to create an account. Input your email address, password, and repeat the password, then select “Sign Up.” You’ll receive a confirmation email from Supabase.
Open the confirmation email from Supabase and select “Confirm Your Email.” Then, return to myportal.dossdocs.com, input your email and password, and click “Login.” Complete any additional verification steps if prompted.
The first time you access MyPortal, it will take you to the workflow page, which will be empty until you create workflows. You can select the Dashboard or click the icon to the left of it.
Click the icon to the left of the Dashboard to see Presets, Profile, and Team options. Select “Profile” to update your name, email, and password. To add a team, input a team name, click “Create Team,” and select “Invite User” to add members.
Invited users can view your Dashboard and create new workflows but cannot modify presets. Presets are managed separately, covered in another video.
That’s how you create an account, update your profile, and invite team members in MyPortal. Let us know if you have any questions.
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