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SI User Interface

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Email Notifications

 

When you share documents with a recipient for the first time, you and any of the other "users to notify" (who have not already themselves shared documents) will receive an email with login credentials similar to the image below:

 

 

Logging In

 

When you click the [Sign In] button a browser will open to the login page for the Customer Portal:

 

 

When you log in for the first time you will be prompted to reset your password:

 

 

Interface Tour

 

Once logged in you the interface will look similar to the image below:

 

 

The documents will display on "tiles" in the center of the page. There are filters on the right-side of the page:

 

 

You can search for documents as well:

 

 

In the upper right corner there will be an icon with the user's initials:

 

initials.png

 

Clicking this will allow users to update their profile, change their password, or log out of the Customer Portal.

 

 

The editable field for the profile is the name:

 

 

Viewing Documents 

 

Click on a document tile to view it:

 

 

 

The document will display:

 

 

 

There are navigation controls at the bottom of the interface:

 

 

On the left hand side of the interface you can view and/or make comments:

 

 

Other actions, e.g. when a document is viewed or accepted/rejected, are displayed on the History tab:

 

 

Shared Documents Log

 

You can click the [Shared Documents Log] button to view the details of all documents shared to the Customer Portal:

 

shared documents log.png

 

shared documents log interface.png

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