We have just launched a new feature that is available in all client portals: the ability to design and share document workflows that clients can go through in a structured manner. This is particularly useful if you would like your client to sign or view several documents in one go. You control the name of […]
Add your own portal tutorial
You can now add your own portal tutorial that you can make available to your clients. This is particularly useful if you would like to welcome your clients to their portal in a more personalised manner than just by showing an announcement. To configure the tutorial, go to your chosen Portal Group Settings and […]
Your portal login page
Availability: Business Plan or if a paid add-on has been purchased. You can now customise the ‘go to homepage’ link to redirect to a page of your choice. This way your bespoke portal login page can include: your bespoke login URL address (ex. portals.mycompany.com) your company logo reference to your own home page (or any […]
Clients can pro-actively approve documents shared with them through portals.
If you share a document with your client through a portal, the only way to have it signed or approved by your client was for you to configure the transaction and request a signature. In some cases that is too labour intensive. For that reason, we enabled the option for clients to be able to […]
