1. The Client Portal interface
This tutorial will demonstrate the key elements of the CPM Client Portal interface:
HTML version | Flash version
2. Accessing your client files
This tutorial will show you how to navigate the client files folders, and how to download your files:
HTML version | Flash version
3. Lost password
This tutorial will walk you through the steps to reset your login password, if you lose or forget it:
PDF version | HTML version
4. How to upload a file
This tutorial will show you how to upload a file to your personal page on the CPM Client Portal:
PDF version | HTML version
5. How to quickly view and send messages
This tutorial will demonstrate how to quickly and easily access your latest messages, and send a message to the Administrator:
HTML version | Flash version
Need help with anything else? Just contact us, and we’ll get back to you as soon as we can.