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  1. Document Portal, LLC
  2. Get Started
  3. FAQ

FAQ

  • Frequently Asked Questions
  • Do you automatically upgrade my Billing Plan?
  • How do I see my billing information?
  • How do I change my plan?
  • How do I invite other users?
  • How do I create an account for my other company?
  • What is a Document?
  • What is a Package?
  • What is a Request?
  • What is the difference between a User and a Person?
  • How do I create documents?
  • How do I use my own custom forms?
  • How do I import my existing list of people?
  • How do I perform mass updates of data for my people?
  • How do I export the data for my people?
  • How can I see all documents for a person?
  • How can I ensure I have everyone's documents?
  • How do I modify forms that I got from the gallery?
  • How do I create Form Fields?
  • How do I map my data into the fields of PDF forms?
  • Why is my data not appearing in merged forms?
  • How do I customize the data entry screen?
  • How do I disable a Request?
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