Client Portal Dashboard Revamp and Associated Contracts

We’re thrilled to introduce the revamped Dashboard and the brand-new Contracts feature in the Stack client portal for both Mobile and Web! Managing your documents and navigating your dashboard has never been easier or more streamlined. Let’s explore these exciting updates!

What’s New?

Contract/Document Signing

• Send Contracts/Docs: Easily send contracts or documents for signing to your contacts directly from the portal.
• View Under Client Dashboard: Contacts can view their contracts and documents directly from their personalized dashboard.
• Sign Documents Online: No more paperwork! Sign contracts digitally right inside the portal.
• Download Final Copies: Once documents are signed, download the final copies with just a click!

Dashboard Enhancements

• Welcome Section: Enjoy a personalized greeting with your name and profile picture displayed right at the top, making you feel at home.
• Quick Actions: Access courses, invoices, messages, and community groups with just one click from the dashboard.
• App Switcher: Seamlessly switch between child apps on mobile using the new top bar switcher, allowing for smooth multitasking.
• New Mobile Top Bar: Experience an optimized navigation with a sleek, mobile-friendly top bar, perfect for smaller devices.

This revamp is designed to enhance your workflow and make everything more accessible. Dive in and explore the latest features today!