This article explains the Customer view of the Customer Portal.
Email Notification
When an SI user shares documents with a recipient, the recipient will receive an email with their login information, as shown in the image below.
Logging In
When they click the View Documents button, a browser will open to the login page for the Customer Portal.
When they log in for the first time, they will be prompted to reset the password.
Interface Tour
Once logged in, the interface will look similar to the image below.
The documents will be displayed as "tiles" in the center of the page. There are filters on the right side of the page.
They can search for documents as well.
An icon with their initials will be in the upper right corner.
Clicking this will allow them to update their profile, change their password, or log out of the Customer Portal.
The editable fields for the profile are their name and signature, should they choose to store a signature.
Viewing Documents
Click on a document tile to view it.
The document will be displayed.
When a document is viewed, an email is sent to the "users to notify" for the document.
There are navigation controls at the bottom of the interface.
On the left-hand side of the interface, they can make comments.
Comments will be sent to all of the "users to notify" for the document via email.
The History tab displays other actions, such as viewing, accepting, and rejecting the document.
Accepting and Rejecting
If the document published requires customer approval, they will also see the Accept and Reject buttons.
Once they accept or reject a document, it cannot be rejected or accepted.
If a payment has been requested, you will see an "Accept & Pay" vs "Accept" button.
When they accept or reject a document, they will be prompted to add a comment.
When they accept a document, they will be prompted to sign it electronically.
They can choose to draw or type their signature.
If they choose to type your signature, they have style options for the text.
They can check the box if they would like to save their signature as the default for future documents.
Once a document has been accepted, they can change their signature if they feel it needs another go.
When a document is accepted, an email with the signed document in PDF format will be sent to them and the SI user.
Entering a Payment
If a payment has been requested for a document, they will see an "Accept & Pay" button vs. an "Accept" Button.
In addition to the fields described in the section above, two additional fields may be displayed if the SI user entered them: the amount requested and a description.