Client Portal

On our previous document repository system, we could see when a client had downloaded a document as a field on the same page and would know that they had at least acknowledged it's existence. Helps with chasing signoffs and client engagement.

From Clients >People Portal Registration> Not registered on portal, it would be useful to see on this list which clients have been sent the client portal registration link and when. I am sending the link on a client by client basis but the l...

We had numerous clients who, when registering for the portal, would not complete the process. They would approve the terms then stop or approve the LoE. We had to amend our emails to ask that they kept going until they had set up a password. Could...

When uploading documents where only the second contact is registered, you cannot make the bulk upload visible to the client, they have to be done individually by editing each document. This then generates an email for each document which is exactl...

At the moment only the client manager receives an email on the signing of a document, it would be really helpful if more than one person did so that if someone is away there is always a backup.

Client can down load a Portal App on there phones. So the can access there portal. Also makes it easier them to upload there Documents using there phone Camera.

We are currently working through our client list and getting them signed up to the portal in blocks, we dont currently have the automated email switched on as we want everything perfectly integrated first. When we inivite someone to the portal, th...

Will there be an option added to allow an email address be added to more than one client? We would have several clients who have multiple businesses / companies but would use one contact email address for convenience. The portal registration is no...

Speed up the moves from one page to the next. It takes too much time to use the system.