Client Portal – Dashboard & Contracts for mobile & Web
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:
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 personalised 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!
- Welcome Section: Personalised 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 optimised 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.
