Logging in as a New User for the first time

These are the steps to take when a User receives their CMIS Invitation email.

CMIS

  1. 1. CMIS Invitation

    You'll receive a CMIS Invitation email that will give you the URL that you are to follow, your Account Name, and your temporary password.

    CMIS Invitation
  2. 2. Click on Login

    Click on Login
  3. 3. Type in your Account Name and temporary password

    Type in your Account Name and temporary password
  4. 4. Click on Sign In

    Click on Sign In
  5. 5. Type in your Account Name to reset your password

    This will validate you again and will then send a code to your email address to confirm who you are.

    Type in your Account Name to reset your password
  6. 6. Click on OK

    Click on OK
  7. 7. You will then receive a Code sent to your email address.

    Copy the code from your email and paste it in the "Enter number code here:" field ie where the 3164 is.

    You will then receive a Code sent to your email address.
  8. 8. Click on Continue

    Click on Continue
  9. 9. Type in your new password

    Follow the prompts to the right. It must be 9 characters long and Contain specific character types.

    Type in your new password
  10. 10. Confirm the new password by typing it again

    Confirm the new password by typing it again
  11. 11. Click on Continue

    Click on Continue
  12. 12. You now will be in the normal CMIS Log in process. If you have more than one company you'll receive this screen to select the company that you would like to work in.

    You now will be in the normal CMIS Log in process. If you have more than one company you'll receive this screen to select the company that you would like to work in.
  13. 13. You are now logged into CMIS

    You are now logged into CMIS