<< Click to Display Table of Contents >> You are here: Sage Intacct Paperless Mobile Applications > eForms™ Cloud > eForms™ Administration Portal > eForms™ User Portal > Page Layout |
The page that displays consists of four distinct sections.
On the left is the navigation bar. Click here to read more.
On the top is the announcements pane. If you are an Administrator, click here to read more about creating and managing announcements.
In the middle is Your Forms. This area is separated into two portions: In Progress and Synced. Click here to read more.
On the right is the Start a New Form pane. Click here to read more.
To hide the left navigation bar, click the header arrow icon, , in the header area.
To display the hidden left navigation bar, click in the header area.
Click the ellipsis in the header area to access the following dropdown menu:
From My Paperless, click the My Account icon dropdown in the header, .Click My Profile.
The information displaying in the User Info and Applications grid are read-only.
Note: For details on My Profile, click here.
The Applications grid entries are those applications to which the user has access.
In the Actions grid, click to request that the login password be reset, if necessary, and then follow the prompts.
Click to generate a dialog request from the server for a password reset. An email will generate and will be sent to the user's email.
Click Logout to close all open pages and display the Portal login page.