Making things easier for your client will make your job easier too. If you need someone to complete several steps in a process or you usually manage different services with them, keep reading because this will help you.
In this article, we will explain what the Client Portal is and how does it work.
What is the Client Portal?
The Client Portal is a space where the recipient of your parallels can access any of the parallels you have sent him/her.
That is, your recipients (customers, employees, suppliers or any external person with whom you manage processes) can see all the parallels you have sent them in one place, making it easier for them to jump from one to the other. From now on, they won't have to go through their emails to complete a parallel.
By using the Client Portal, everything is centralized. Your recipient can quickly know which processes are still pending and which ones they have already completed.
They can also easily visualize if you have left comments in any of their processes and access specific parallels to finish providing any necessary information.
How can my recipients access their Client Portal?
When your client receives a parallel and opens it, he/she will see that there is a "User Menu" icon on the right side at the top.
They have to click there and then click on "Go to my processes".
⚠️ This feature is not available in all plans, check if it is included in your subscription plan or write to us at email@example.com