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Customer Portal Overview

An introduction to the Customer Portal

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Written by Ashok P
Updated over 2 weeks ago

SI's Customer Portal allows users to share documents to a personalized URL powered by the D-Tools cloud, which your clients can access online.

Here are some key capabilities:

  • Documents can be set to require approval or shared just for viewing.

  • Clients can view, comment on, accept (and sign), or reject any documents.

  • Email notifications are sent back to the SI user when clients view, comment, approve, and reject documents.

  • Approved documents can then be downloaded with signatures and stored in the project folder.

Software Assurance (SA) is required to use the Customer Portal.

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