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 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!
