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Introduction

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SI 2017's Customer Portal feature gives users the ability to share documents to a personalized URL powered by the D-Tools cloud that can be accessed online by your clients. Documents can be set to require approval or they can be shared just for viewing. Clients can view, comment on, accept (and sign), or reject any documents. Email notifications are sent back to the SI User when any of these actions take place.

 

Approved documents can then be downloaded with signatures and stored in the Project folder.

Last modified
12:33, 11 Jul 2017

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