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SI User Interface

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:


user email.png


Logging In


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


login screen.png


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


new password prompt.png


Interface Tour


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


main interface 3.png


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:


search field.png


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




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


user options.png


The editable field for the profile is the name:


 update profile.png

Viewing Documents 


Click on a document tile to view it:





The document will display:


viewing document.png



There are navigation controls at the bottom of the interface:


navigation controls.png


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:


history tab.png


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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