Client Portal Dashboard and Contracts Overview

What’s New?

The Client Portal has been updated with a refreshed dashboard and a powerful new Contracts feature, available on both web and mobile. These enhancements simplify document management and improve navigation for a more efficient user experience.

Contract and Document Signing

You can now send contracts or other documents directly from the portal to your contacts for electronic signing. Recipients can view these documents from their personalized dashboard and sign them digitally within the portal, eliminating the need for physical paperwork. Once signed, you can download the finalized copies with a single click.

Dashboard Enhancements

The updated dashboard includes a welcome section that displays your name and profile picture for a personalized greeting. Quick action buttons provide one-tap access to courses, invoices, messages, and community groups. On mobile devices, a new top bar offers an optimized navigation experience, and an app switcher allows you to move seamlessly between child apps.

These improvements are designed to streamline your workflow and make key features more accessible from any device.