Objectives
- Partager des contrats avec des demandeurs ou des observateurs
- Partager des pièces jointes avec le portail du client
- Partager des jalons avec le portail du client
- Ajouter des collaborateurs pour approuver et signer des contrats
Etapes
Partager des affaires/contrats avec des clients :
Pour partager un contrat avec vos clients via le portail client. Ouvrez le contrat que vous souhaitez envoyer, à partir de l'application principale.
Puis, à partir de la page du contrat, cliquez sur les trois points en haut à droite et choisissez « Afficher dans le portail client »
Identify the Requester, who is the client portal user asking for this contract. Additionally, you have the option to share this contract with Watchers, who are other client portal users you wish to grant access to view it from their perspective.
You can also allow all attachments to be visible in the client portal directly from this window.
To share contracts with Watchers, they must be listed under the same company as the requester. Otherwise, sharing contracts with any client portal user is not feasible. You can manage this via the client portal settings. Click on the provided link in the window, or navigate to Settings -> Client Portal -> Manage Clients.
Here, you can edit client information and add the company name for each client. Client portal users who belong to the same company can then view each other's requests if needed.
The client and the watcher (if added) will receive an email that a new contract is shared with them and they can now access it from the Contracts page from the Client Portal.
The green line next to a contract, or document name means that it is visible from the client portal.
Share Attachments with Client Portal:
Additionally, users can share the related attachments with their clients in the client portal.
Therefore, from the Attachments tab of the Contracts, select the File/Folder and click "Show in Client Portal"
You have the option to choose whether attachments should be visible by default when the contract is displayed in the client portal, from the contract settings.
Share Milestones with Client Portal:
Milestones will be visible in the client portal by default if the Contract is visible in the portal.
However, users can control milestones visibility also from the contracts page in the main system. From the Milestones tab of Contracts, click to hide or show milestones from the Client Portal.
Add Collaborator to Approve and Sign Contracts:
In Contra, users can add their collaborators as approvers or signees.
Therefore, from the contract's Approval Center and Signature Center, add the approver or signee by specifying the Collaborator type, then add their names respectively.
Le collaborateur recevra alors le contrat sur la page de son contrat dans le portail du client et pourra commencer à collaborer sur celui-ci.
Pour en savoir plus sur l'utilisation du portail client par les collaborateurs, cliquez ici. here.
Pour plus d'informations sur LEXZUR, veuillez nous contacter par mail à help@lexzur.com.
Merci de votre attention!
Thank you!
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