Client Portal Quick Actions and Document Signing

The dashboard gives customers a personalized landing page plus the ability to sign documents without a separate e-signature tool.

What customers see on their dashboard

A personalized welcome section, quick actions (courses, invoices, messages, community) reachable in one click, and an app switcher.

Sending documents for signature

1. The contact sees the document on their dashboard.
2. They review and sign electronically, in the portal.
3. Both parties can download the completed copy.

Why this is useful

Less time hunting for what's needed, less time chasing signatures over email.