Revamped Dashboard and New Contracts Feature for Improved Accessibility

Dashboard Revamp & Contracts!

We’re beyond excited to unveil the Dashboard Redesign and the fresh Contracts feature in the client portal for both mobile and web platforms! Managing your documents and navigating your dashboard has never been easier or more streamlined. Let’s delve into the exciting updates!

What’s New?

Contract/Document Signing:

  • Send Contracts/Documents: Send contracts or documents for signing to your contacts directly from the portal.
  • View Under Client Dashboard: Your contacts can view the contracts/documents directly from their personalized dashboard.
  • Sign Documents Online: Bid paperwork farewell! Sign contracts digitally, right inside the portal.
  • Download Final Copies: Need the signed documents? Download them with a single click once they’re completed!

Dashboard Enhancements:

  • Welcome Section: Personalized greeting to make you feel at home! Your name and profile picture are displayed right at the top.
  • Quick Actions: Access to courses, invoices, messages, and community groups with just one click — all from the dashboard.
  • App Switcher: Effortlessly switch between child apps on mobile using the new top bar switcher. Smooth transitions perfect for multitasking!
  • New Mobile Top Bar: Experience optimized navigation with a sleek and mobile-friendly top bar, ideal for smaller devices!

This makeover is aimed at refining your workflow and making everything more accessible. Start exploring the latest features today!

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