Client Portal Dashboard Revamp and Associated Contracts
We're beyond excited to roll out the Dashboard Revamp and the all-new Contracts feature in the client porta for both Mobile & Web! Now, managing your…
1 min read220 words7 explained imagesUpdated Thu, 7 Nov, 2024 at 1:42 PM
Assistants need to reach this page over the internet. While it is only running on your machine, these two buttons will not be able to load it.
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
We're beyond excited to roll out the Dashboard Revamp and the all-new Contracts feature in the client porta for both Mobile & Web! Now, managing your documents and navigating your dashboard has never been easier or more streamlined. Let’s dive into the exciting updates!
TABLE OF CONTENTS
What’s New?
Contract/Document Signing:
Send Contracts/Docs: Easily send contracts or documents for signing to your contacts right from the portal.
View Under Client Dashboard: Your contacts can view the contracts/documents directly from their personalized dashboard.
Sign Documents Online: Say goodbye to paperwork! Sign contracts digitally, right inside the portal.
Download Final Copies: Need the signed documents? You can download them with just a click once they're completed!
Dashboard Enhancements:
Welcome Section: Personalized greeting to make you feel at home! Your name and profile picture are displayed right at the top.
Quick Actions: Get one-click access to courses, invoices, messages, and community groups — all from the dashboard.
App Switcher: Easily switch between child apps in mobile using the new top bar switcher. Smooth transitions for multitasking!
New Mobile Top Bar: Enjoy an optimized navigation experience with a sleek and mobile-friendly top bar, perfect for smaller devices!
This revamp is all about improving your workflow and making everything more accessible. Jump in and explore the latest features today!
All 4 steps in this procedure
- Welcome Section: Personalized greeting to make you feel at home! Your name and profile picture are displayed right at the top.
- Quick Actions: Get one-click access to courses, invoices, messages, and community groups — all from the dashboard.
- App Switcher: Easily switch between child apps in mobile using the new top bar switcher. Smooth transitions for multitasking!
- New Mobile Top Bar: Enjoy an optimized navigation experience with a sleek and mobile-friendly top bar, perfect for smaller devices!
All 4 steps in this procedure
- Welcome Section: Personalized greeting to make you feel at home! Your name and profile picture are displayed right at the top.
- Quick Actions: Get one-click access to courses, invoices, messages, and community groups — all from the dashboard.
- App Switcher: Easily switch between child apps in mobile using the new top bar switcher. Smooth transitions for multitasking!
- New Mobile Top Bar: Enjoy an optimized navigation experience with a sleek and mobile-friendly top bar, perfect for smaller devices!
All 4 steps in this procedure
- Welcome Section: Personalized greeting to make you feel at home! Your name and profile picture are displayed right at the top.
- Quick Actions: Get one-click access to courses, invoices, messages, and community groups — all from the dashboard.
- App Switcher: Easily switch between child apps in mobile using the new top bar switcher. Smooth transitions for multitasking!
- New Mobile Top Bar: Enjoy an optimized navigation experience with a sleek and mobile-friendly top bar, perfect for smaller devices!
All 4 steps in this procedure
- Welcome Section: Personalized greeting to make you feel at home! Your name and profile picture are displayed right at the top.
- Quick Actions: Get one-click access to courses, invoices, messages, and community groups — all from the dashboard.
- App Switcher: Easily switch between child apps in mobile using the new top bar switcher. Smooth transitions for multitasking!
- New Mobile Top Bar: Enjoy an optimized navigation experience with a sleek and mobile-friendly top bar, perfect for smaller devices!
All 4 steps in this procedure
- Welcome Section: Personalized greeting to make you feel at home! Your name and profile picture are displayed right at the top.
- Quick Actions: Get one-click access to courses, invoices, messages, and community groups — all from the dashboard.
- App Switcher: Easily switch between child apps in mobile using the new top bar switcher. Smooth transitions for multitasking!
- New Mobile Top Bar: Enjoy an optimized navigation experience with a sleek and mobile-friendly top bar, perfect for smaller devices!
All 4 steps in this procedure
- Welcome Section: Personalized greeting to make you feel at home! Your name and profile picture are displayed right at the top.
- Quick Actions: Get one-click access to courses, invoices, messages, and community groups — all from the dashboard.
- App Switcher: Easily switch between child apps in mobile using the new top bar switcher. Smooth transitions for multitasking!
- New Mobile Top Bar: Enjoy an optimized navigation experience with a sleek and mobile-friendly top bar, perfect for smaller devices!
All 4 steps in this procedure
- Welcome Section: Personalized greeting to make you feel at home! Your name and profile picture are displayed right at the top.
- Quick Actions: Get one-click access to courses, invoices, messages, and community groups — all from the dashboard.
- App Switcher: Easily switch between child apps in mobile using the new top bar switcher. Smooth transitions for multitasking!
- New Mobile Top Bar: Enjoy an optimized navigation experience with a sleek and mobile-friendly top bar, perfect for smaller devices!
Was this guide helpful?