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Registering, Onboarding and Understanding your Dashboard

Registration and Onboarding
Welcome to the Shortlist platform - we are glad you're here!  You may be wondering what Shortlist is.  Shortlist is the platform your client has c...
Mon, 13 Sep, 2021 at 9:27 AM
Understanding your Dashboard
Your dashboard is where you'll manage everything you need for your client relationship. You can update your profile, manage your work assignments, trac...
Mon, 13 Sep, 2021 at 9:27 AM
Sending a Message in Shortlist
You can send a message to your client at any time via your Shortlist dashboard. This keeps all your communications with your client in one place - no more s...
Mon, 13 Sep, 2021 at 9:27 AM
Updating Your Email Address and Password
There are two places to change your email address in your Shortlist profile. Please be sure to update your email in both locations according to the descript...
Mon, 13 Sep, 2021 at 9:28 AM
Editing and Deleting your Shortlist profile
There may be a time when you'd like to edit or delete your profile in Shortlist. If you encounter this situation, there are two options to suit your ne...
Mon, 13 Sep, 2021 at 9:28 AM