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 […]
Secure document distribution – available options
Secure document distribution Distribution of high volumes of confidential documents to retail customers is an expensive, repeatable and unavoidable process. The urgent need to reduce carbon footprint is driving large companies to reduce the amount of mailings they produce by nudging customers to start accepting digital correspondence. Not all companies can persuade ALL of […]
