Utilizing D-Tools’ Cloud Infrastructure, SI 2018 features a 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.
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 2018
Once a document has been accepted, it can be saved to the SI 2018 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:
