If you’re frustrated by the login process of the Sage portal and need to send a link to technical info that is behind “the wall” (aka – requires a login) and you don’t want to become the Sage customer service rep for “how do I login” or “I forgot my password” type questions – here’s a great solution which uses the popular note taking service called Evernote to share out technical content with your team and in most cases will avoid having to create a login..
a. If you’re not already using Evernote – start. You should use the paid solution ($45/year though free will work in most cases).
PS – Yea I know they got hacked.
b. Download the Evernote extension which lets you capture web pages
c. Login to the Sage Portal
d. Capture the pages which don’t require further login (use the Evernote extension) once you are past the “front gate” — one example is the Supported Platforms matrix.
e. Share this page directly with your customer or IT consultant who is asking for it.
Here’s what they’ll see:
Here’s what the Evernote share looks like.
Note that you can click through most of the links without being logged into Sage Atlas (at least you can for the links I tried).
Not all Sage pages allow you to click through without login – but you’ll be pleasantly surprised that many allow it once you’re “past the gate”