The client portal dashboard gives access to all assigned tasks and documents.
If you subscribe to IRIS Elements Practice Management
Five widgets are available to client portal users:
- Questions — Your clients can leave questions for you to answer, as well as you leaving questions for them
- Things you must do — A task list for your client
- Your items — A single repository for all documents, forms, and signature requests for your client
- Deadlines — Upcoming deadlines you set for your client
- Upload a document — For documents your client wants to share with you
If you don't subscribe to IRIS Elements Practice Management
Only the Your items widget is available, to view and sign documents.