Purpose
If your company is using the Customer Portal, it's important for you to help your customers understand how to use it. That's why we've created an instruction template to download and share with your customers! The guide contains everything your customers need to know to use every aspect of the Customer Portal.
Send customers the default document with Aspire branding, or add your own images with your own branding. You can also remove sections that do not apply to your company. Just make sure to refresh the Table of Contents!
Download and modify the document
Click here to open the Using the Customer Portal document in Google Docs.
- If you want to edit the document in Microsoft Word, click File > Download > Microsoft Word. Make changes to the document in Word, and click Save when you’re done.
- If you want to edit the document in Google Docs, click File > Make A Copy, enter a new name for the file, and choose a Google Drive folder to put it in. Make changes to the document in Word, and click Save when you’re done.
