Home > SI Documentation (v14) > User Guide > Customer Portal > Customer Interface

Customer Interface

Email Notification

 

When an SI user shares documents with a recipient, the recipient will receive an email with their login information similar to the image shown below:

 

recipient email.png

Logging In

 

When they click the [View Documents] 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:

 

cp interface main.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 customer's initials:

 

user info icon.png

 

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

 

user options.png

 

The editable fields for the profile are their name as well as their stored signature (should they choose to store a signature, see below).

 

update profile.png

Viewing Documents

 

Click on a document tile to view it:

 

tile.png

 

The document will display:

 

viewing document main.png

 

Note: When a document is viewed, an email will be sent to the "users to notify" for the document.

 

There are navigation controls at the bottom of the interface:

 

navigation controls.png


On the left hand side of the interface you can make comments:

 

write a comment.png

 

Note: Comments will be sent to all of the "users to notify" for the document via email.

 

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

 

history tab.png

 

Accepting and Rejecting

 

If the document published requires customer approval, you will also see [Accept] and [Reject] buttons:

 

accept or reject.png

 

Note: Once you accept or reject a document it cannot be then be rejected or accepted. Also, if a payment has been requested you will see an "Accept & Pay" vs. "Accept" button:

 

accept and pay button.jpg

 

Please see below for details on making a payment.

 

When you accept or reject a document, you will be prompted to add a comment:

 

reject prompt for comment.png

 

When you accept a document, you will also be prompted to electronically sign:

 

accept prompt for comment and sig.png

 

You can choose to draw or type your signature:

 

draw or type.png

 

If you choose to type your signature you have style options for the text:

 

signature style.png

 

If you would like to save your signature as the default for future documents check the box:

 

save as signature.png

 

Once a document has been accepted, you do have the option of changing your signature if you feel it needs another go:

 

change signature.png

 

When a document is accepted, an email with the signed document in PDF format will be sent to both the customer and SI user.

Entering a Payment

 

If a payment has been requested for a document, you will see an "Accept & Pay" button vs. an "Accept Button:

 

accept and pay button.jpg

 

In addition to the fields described in the section above, there are two additional fields that display the amount requested and a description if one was entered:

 

accept and pay amount and description.jpg

 

Last modified

Tags

This page has no custom tags.

Classifications

This page has no classifications.