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D-Tools Customer Portal

Building on the D-Tools Cloud Infrastructure, SI 2017 features a new Customer Portal, which enables users to publish Proposals, Contracts, Change Orders, and other client-facing documentation to the web for better client engagement. Clients will be able to log-in to a secure web portal and review documentation, make comments, and accept or reject critical business documentation. Clients can also create e-signatures for proposals, contracts, and change orders, and these signed documents can be saved to the D-Tools project within SI 2017.

SI users will be notified when a customer reviews, comments or accepts proposals, streamlining the process and improving communications throughout the project lifecycle.

Publish

Notify

Review

Accept

E-Sign

Alert

The D-Tools Customer Portal enables:

Publish Project Documents to the Web

Select any project documentation such as proposals, contracts, change orders, drawings, and other related documents and publish to a secure web portal. Clients can create login credentials and review documents from any web-enabled device.

Email notifications

Stay informed on the status of important documents. Email notifications are automatically sent whenever a document is shared with a client, if that document has been viewed, or if any action has been taken (comment, approval, rejection), enabling fast response from any web-enabled device.

Review, Comment, Accept & E-Sign

To review, comment, and accept (or reject) the documents presented, clients simply click on an e-mailed link and login to a secure web portal. This new web-enabled, device-agnostic capability expedites client communication and approvals, to keep projects moving forward and ensure that timelines and budgets are met.

Save accepted documents to SI 2017

Once a document has been accepted, it can be saved to the SI 2017 project folder or accurate record keeping. Documents from the D-Tools Customer Portal can be downloaded and automatically assigned to the appropriate project folder.

Additional Documentation:

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