📄️ Using the Fenergo Portal
The Fenergo Portal provides a means for external users to securely initiate, access and progress Fenergo journeys. It allows them to interact with Fenergo entities and journeys and provide data and documents to
📄️ Using the Fenergo Portal Outreach Functionality
The Fenergo Portal can now be used as a tool within a journey to conduct an external outreach to gather information, to assist, and to progress Client Onboarding and Client Review journeys.
📄️ User Guidance
User Guidance in the Portal provides contextual help to external users as they move through and complete tasks within the Portal.
📄️ Using Portal Dashboards
Default Dashboard