How does the client portal work?

Question

Accepted Answer

The portal separates client access from the internal workspace. Authorized users upload documents, see tasks assigned to them and answer questions without access to other clients or internal administration areas. Each relevant action is associated with the document and user. Clients can provide documents securely, answer questions and follow processing status. The portal separates client access from the internal workspace. Authorized users upload documents, see tasks assigned to them and answer questions without access to other clients or internal administration areas. Each relevant action is associated with the document and user.

How does the client portal work?

In brief

In Dynafis