KNOWLEDGE CENTER

Client Portal - Dashboard & Contracts for mobile & Web

Client Portal - Dashboard & Contracts for mobile & Web

October 28, 20241 min read

Dashboard Revamp & Contracts!

We're beyond excited to roll out the Dashboard Revamp and the all-new Contracts feature in the client portal for both Mobile & Web! Now, managing your documents and navigating your dashboard has never been easier or more streamlined. Let’s dive into the exciting updates! :star2:

What’s New?

Contract/Document Signing:

  • Send Contracts/Docs: Easily send contracts or documents for signing to your contacts right from the portal.

  • View Under Client Dashboard: Your contacts can view the contracts/documents directly from their personalized dashboard.

  • Sign Documents Online: Say goodbye to paperwork! Sign contracts digitally, right inside the portal.

  • Download Final Copies: Need the signed documents? You can download them with just a click once they're completed!

Dashboard Enhancements:

  • Welcome Section: Personalized greeting to make you feel at home! Your name and profile picture are displayed right at the top.

  • Quick Actions: Get one-click access to courses, invoices, messages, and community groups — all from the dashboard.

  • App Switcher: Easily switch between child apps in mobile using the new top bar switcher. Smooth transitions for multitasking!

  • New Mobile Top Bar: Enjoy an optimized navigation experience with a sleek and mobile-friendly top bar, perfect for smaller devices!

  • This revamp is all about improving your workflow and making everything more accessible. Jump in and explore the latest features today! :rocket::male-technologist.

Client Portal - Dashboard & Contracts for mobile & WebClient Portal - Dashboard & Contracts for mobile & WebClient Portal - Dashboard & Contracts for mobile & WebClient Portal - Dashboard & Contracts for mobile & Web
Client Portal - Dashboard & Contracts for mobile & WebClient Portal
Back to Blog
Client Portal - Dashboard & Contracts for mobile & Web

Client Portal - Dashboard & Contracts for mobile & Web

October 28, 20241 min read

Dashboard Revamp & Contracts!

We're beyond excited to roll out the Dashboard Revamp and the all-new Contracts feature in the client portal for both Mobile & Web! Now, managing your documents and navigating your dashboard has never been easier or more streamlined. Let’s dive into the exciting updates! :star2:

What’s New?

Contract/Document Signing:

  • Send Contracts/Docs: Easily send contracts or documents for signing to your contacts right from the portal.

  • View Under Client Dashboard: Your contacts can view the contracts/documents directly from their personalized dashboard.

  • Sign Documents Online: Say goodbye to paperwork! Sign contracts digitally, right inside the portal.

  • Download Final Copies: Need the signed documents? You can download them with just a click once they're completed!

Dashboard Enhancements:

  • Welcome Section: Personalized greeting to make you feel at home! Your name and profile picture are displayed right at the top.

  • Quick Actions: Get one-click access to courses, invoices, messages, and community groups — all from the dashboard.

  • App Switcher: Easily switch between child apps in mobile using the new top bar switcher. Smooth transitions for multitasking!

  • New Mobile Top Bar: Enjoy an optimized navigation experience with a sleek and mobile-friendly top bar, perfect for smaller devices!

  • This revamp is all about improving your workflow and making everything more accessible. Jump in and explore the latest features today! :rocket::male-technologist.

Client Portal - Dashboard & Contracts for mobile & WebClient Portal - Dashboard & Contracts for mobile & WebClient Portal - Dashboard & Contracts for mobile & WebClient Portal - Dashboard & Contracts for mobile & Web
Client Portal - Dashboard & Contracts for mobile & WebClient Portal
Back to Blog