Home > SI Documentation (v15) > User Guide > Customer Portal > SI User Interface

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:

 

filters.png

 

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:

 

initials.png

 

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:

 

tiles.png

 

 

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:

 

comments.png

 

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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