Using the editing toolbars
There are two editing toolbars which allow you to format text and tables in portal forms: The Main Toolbar, which is pinned to the top of the document The Table Toolbar, which appears when you click into a table Using the Main Toolbar Format your ...
The implementation pathways
Choosing an implementation pathway enables you to achieve an ROI from The Gap faster. There are many opportunities to add value to your clients and your firm within The Gap. However, focusing your efforts on a particular implementation pathway will ...
Improving Onboarding Efficiency is a clear pathway to achieve a great ROI from The Gap. It is an important strategy for ALL firms, and particularly those who are: Experiencing high client growth (or looking to) Keen to generate referrals for new ...
Customising firm settings
The Firm Settings area is where you will add your firm's contact information, Logo and Footer Text. This information will automatically populate portal documents. Attention You must have administrator rights to access the portal areas referenced in ...
Filing documents to FYI
The Gap Portal integrates with FYI so you can easily file your portal emails, attachments and documents. How to set up the FYI integration Attention You must have administrator rights in The Gap and in FYI to follow the setup steps in this article. ...