LogiPro Investor Portal
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Introduction
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Setting up the Portal Configurations
- General Settings
- Granting permission to LogiPro users to give Portal access
- Setting which Document Type Groups should be displayed in the Portal
- Setting up 'Portal Access Notification' Email Document Templates
- Portal Access Document Templates: Mergefields
- Portal Access Document Templates: Investor/Contact Merge Statement
- Portal Access Document Templates: Sample Templates
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Portal user administration