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Sydnee Starter Guide

A step-by-step introduction to Sydnee. Follow this series of articles in order to get comfortable with the basics and start using your client portal with confidence.

1 author6 articles
Suggestions & Issues

How to report a bug or request a feature

1 author2 articles
Subscription

Articles about our paid tiers

1 author1 article
Account Management

Frequently asked questions and help articles about managing your accounts

2 authors9 articles
Team Management

Frequently asked questions and help articles about your team

1 author9 articles
Service Showcase

Information about the service showcase module

1 author3 articles
Live Chat

Frequently asked questions about live chat

1 author7 articles
Tasks

Frequently asked questions and help articles about our task system

1 author11 articles
File Storage & Sharing

Frequently asked questions and help articles about file sharing

1 author18 articles
Requests / Form Builder

Requests

1 author6 articles
Memo Pad

Frequently asked questions and help articles about the memo pad widget

1 author3 articles
Portal Customization

Articles about customizing your client portal

1 author6 articles
Configuring Sydnee

Information about configuring your Sydnee Client Portal

1 author8 articles
API & Zapier

Info about our API and Zapier integration

1 author6 articles
Sydnee Personal Account Security

Managing your Sydnee account.

1 author2 articles