Manage your Settings in the Client Community
The Interfolio Client Community has it's own unique set of account settings and profile information, separate from the rest of the Interfolio clients, in order to allow Institutional administrators the ability to customize how much they would like to participate in the community discussions and support.
All users can access and manage this information and settings through the User Account Menu.
Click the User Menu in the top right corner
Located in the top right corner of the page, the user account menu in the Interfolio Client Community is the central location for users to access personal information and account information.
After clicking to launch the user menu, users can:
1. Navigate back to the Interfolio Client Community dashboard
5. Contact Support by Submitting a Ticket
Clicking this will launch the submitting a ticket form for you to enter information.
The more information that you can provide, the more effective the support we can offer. With images and workflow descriptions, agents can quickly identify and report the issue.
After you submit, you can respond to the automated email with pictures or more information as you gather it.
6. Logout of the Interfolio Client Community
Logging out of the Interfolio Client Community will not log you out of any Interfolio products.