Client Portal In-Tray
- Debby Gibson
The Client Portal includes an In-Tray which displays ALL documents that have been shared with your Client / Contact.
When the In-Tray menu option is selected, there are a number of “Views” the Client can select to display “Groups” of files. These include:
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In Tray | All documents visible by the Client, regardless of whether they have been viewed or not. If a document has been viewed, it will remain on the In-Tray view for a period of 14 days. It will then be accessible via the 30 Days, 90 Days, 1 Year, or All Files view, OR via the Client Folder structure. The In-Tray view will be the default view when logging into the client portal and will show the following files in Date Published order: - All New Files. When a new file has been viewed, it will be removed from the In-Tray view after 14 days. - Files for Signature. - Files with new File Conversations. |
New Files | Only those files which have not yet been looked at or Viewed. New Files show with a Yellow background. |
Files for Signing | All files which the Business has requested the Client to Sign.  Once the Client/Contact has signed the document it will be removed from this view. Where the Client/Contact has not yet signed the document, the Status of “Signature Requested” will display. If multiple signatures are required on a document, and the Client/Contact who is currently signed in to their Portal, HAS signed the document, it will continue to display in the “Files for Signing” view, until all parties have signed the document. These documents will display with the Status of “Signed, others to sign”. If Signature Blocks are not setup on a document and the Client/Contact elects to sign the document BUT “Retain for others to Sign”, the document will continue to display in the “Files for Signing” view, until the document is signed again, and NO is selected when asked “Retain for others to Sign”. These documents will display with the Status of “Signed, but not returned”. |
30 Days | Documents that have been shared by the Business in the last 30 days. |
90 Days | Documents that have been shared by the Business in the last 90 days. |
1 Year | Documents that have been shared by the Business in the last 365 days. |
All Files | All documents that have been shared by the Business. |
Clients may sign documents with Signature Blocks or may use the Drag and Drop method. The Drag and Drop method may be disabled by the Business via Admin / Customise.