Navigation & Common Functionality

Each user needs an ID and password to gain entry to the Governance Portal. Based on their roles, each user is given a ribbon specific to their context, which contains the ribbon icons the user can access. This access is determined by the roles and permissions assigned by the administrator as well as the applications that the client has licensed. Below the ribbon is the workspace where you view/edit your key objects. The user-defined, customized views provided in the ribbon creates a more secure and unique experience for each user.

In This Section

Home Page

Login

Log Off

User Account Settings

Formatting Memo Fields

Manage Hyperlinks

Bookmarking

Cross Referencing

Quick Links

In Line Editing

Concurrent Editing of Business Records

My Favorites

Attachments

Bookmark an Attachment

Utilize List Searches

Review and Remediation

Using Notes

Tasks

Quick Reports

Help