The client portal's Documentation page just got a major upgrade, and your clients are going to notice!
Instead of hunting through a timeline, they now land on a page that tells them exactly what needs their attention, guides them through each document one by one, and gets out of the way when they're done. Here's a look at what the experience feels like from their side.
The page is now split into two clear sections
Your client no longer sees a flat timeline of everything. Instead, they land on a page with:
Pending section at the top (documents that need their attention)
Past section below for everything completed.
What this means for you: Clients no longer need to scroll to find what's outstanding. Everything requiring action is surfaced immediately on arrival.
Read-only documents handle themselves
If you've shared a document as view-only (e.g., a policy or information sheet), your client sees a View button.
Once they open it, the system waits 3 seconds and automatically marks it as viewed. It moves out of Pending on its own, and the client doesn't need to click anything.
What this means for you: No more clients leaving read-only documents stuck in Pending because they didn't know they needed to "do" something. It resolves itself. You will also receive an in-app notification once they view it.
A focused editor opens with a progress panel
Clicking any pending item launches a distraction-free editor. On the desktop, a side panel shows all pending documents. The one they're working on is highlighted, and a counter tracks their progress.
What this means for you: Clients can see exactly how many documents they have left. This reduces drop-off and the "I didn't realize there was more" questions.
Submitting one form automatically opens the next
When your client submits a form, the next pending document opens straight away and no navigating back, no hunting for what's next. When the last document is done, the editor closes, and they're returned to the Documentation page.
What this means for you: Clients are much more likely to complete all outstanding documents in a single session. The flow removes every opportunity to abandon mid-way.
Important: Once the client submits the form, they will no longer be able to make changes. To prevent any questions from being missed, ensure all required fields are marked as required before sending the form.
Past documents are grouped by month, current month opens by default
Finished documents live in the Past section below Pending, organised by month. When your client arrives, the current month is already expanded. Older months are collapsed to reduce clutter.
A filter bar sits above both sections at all times
Clients can filter across Pending and Past at any time. The document count updates live. One click clears all filters and returns the full list.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.