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  1. Agillic Support
  2. Documentation
  3. Portals/Questionnaires

Portals/Questionnaires

  • Testing an Advisor Page
  • Setting up an Advisor Portal
  • Understanding Portal Pages and Web Portals
  • How to Create a Web or Advisor Portal Page
  • How to Test a Portal Page
  • How to Create a Questionnaire
  • Finding The URL of a portal page
  • Understanding Advisor Portals
  • Understanding Web Portal
  • All You Need to Know About Menu Items
  • Understanding Standard Applications
  • Understanding Custom Applications
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