The customer portal is the lightweight view your clients see after logging in. It is deliberately simple and shows only the content of a project that has been shared with them.
The dashboard
After signing in, a welcome area greets the user: “Welcome Back, …” with the note “Here what's happening with your projects today” and a Browse Tasks button.
Key figures at a glance
Three tiles summarise the current status:
- Shared folders – the folders and cases shared with the client.
- New Documents – recently provided files.
- Open Tasks – the client's open tasks.
Below, the Recent Tasks area shows the latest entries – with its own search.
Navigation
The icon bar on the left takes the user to the other areas: Dashboard, Document requests (documents inbox), Shared cases (cases & folders shared with them), Global files, Tasks and Calendar.
To learn how to share content with a client, see Share cases and folders with customers; you manage portal access under Manage customer-portal users.
Preview and download in the portal
In the portal's document list, Aktenplatz shows a preview as soon as you hover over an entry – so you can recognise a document without opening it.
A download is only offered where it is genuinely permitted. That way download attempts the server would have refused anyway no longer lead nowhere. The document count shown also matches exactly what is visible to you.