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 via 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 […]
New portal notifications
You can now decide not only what types of portal notifications you would like to receive but also from which portals. There are two ways of doing it: Subscribe to all portal notifications and turn off notifications from those portals you do not want to hear from Step 1: in Personal Settings/ Notifications subscribe to […]