Home > SI 2017 Documentation > User Guide > Customer Portal > Customer Interface

Customer Interface

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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:




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:




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.


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.

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