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Portal
  • What's new?
  • Learning paths
    • Getting started
    • Learning paths
  • Login
    • Activate your account
    • How to secure your account
    • Problems
    • Single Sign-On (SSO)
  • Entities
    • Legal entities
    • Persons
    • Groups, labels and favorites
    • Exports
  • Share registers
    • Create share register
    • Share transactions
    • Export share register and extracts
    • Notes and labels
    • Register and shareholder insights
    • Financial
  • Governing bodies
    • Governing body actions
    • Documents to governing body actions
  • Organisational chart
  • UBO
    • Identify UBOs
    • Supporting documents
    • Exports
  • Delegations of Authority
    • Create delegation
    • Manage delegations
    • View and share delegations
  • Documents
    • Upload and copy documents
    • Edit documents
    • Confidential documents
    • Templates
    • Default folder
    • Transaction documents
  • e-Signatures
    • eSignature
    • Signing flow
    • FAQ
  • Settings
    • Settings
    • Labels
  • Reminders
    • On a specific date in Corporify
    • A custom reminder
    • Edit or delete reminder
  • User Rights
  • Portal
  • Help & support
      Back to home
      1. Portal
      • What's new?
      • Learning paths
        • Getting started
        • Learning paths
      • Login
        • Activate your account
        • How to secure your account
        • Problems
        • Single Sign-On (SSO)
      • Entities
        • Legal entities
        • Persons
        • Groups, labels and favorites
        • Exports
      • Share registers
        • Create share register
        • Share transactions
        • Export share register and extracts
        • Notes and labels
        • Register and shareholder insights
        • Financial
      • Governing bodies
        • Governing body actions
        • Documents to governing body actions
      • Organisational chart
      • UBO
        • Identify UBOs
        • Supporting documents
        • Exports
      • Delegations of Authority
        • Create delegation
        • Manage delegations
        • View and share delegations
      • Documents
        • Upload and copy documents
        • Edit documents
        • Confidential documents
        • Templates
        • Default folder
        • Transaction documents
      • e-Signatures
        • eSignature
        • Signing flow
        • FAQ
      • Settings
        • Settings
        • Labels
      • Reminders
        • On a specific date in Corporify
        • A custom reminder
        • Edit or delete reminder
      • User Rights
      • Portal
      • Help & support

      Portal

      Discover the ins and outs of using our Portal to share information with your stakeholders.
      • Make portal widget from folder
      • What is the difference between Documents and Portal files?
      • Which details can users see in the Portal?
      • Add a new portal user
      • Is it possible to create portal accesses in bulk?
      • Overview of portal logins
      • Activate portal notifications
      • Send new account invite to a portal user
      • Add portal banner
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