This article applies to: All Client Users. Firm User Dashboard info can be found here.
When a user logs in, the first thing they'll see is their Dashboard, a personalized overview of all their in-progress engagement(s).
The Dashboard helps answer important questions such as: What is outstanding? and what do I need to do next to move the engagement forward?
At the top of your Dashboard, you'll see two tabs
Portfolio Overview:
Here you will see an overview of your in-progress engagement(s). The Dashboard is made up of four sections:
i. Request Status Overview
View requests submitted broken down by:
- To be Submitted
- High Priority
- Assigned to you
Visualize overall progress with a colour-coded pie chart that summarizes the status of all requests within engagement(s):
- Accepted (Green) - Requests that have been reviewed and accepted by a Firm User
- Submitted (Yellow) - Requests submitted by a Client User and awaiting Firm Users review
- Returned (Red) - Requests that have been sent back to the client for revision
- Outstanding (Blue) - Requests that have yet to be submitted by the client
ii. My Service Team
View which Firm Users are a part of your engagement(s), so you always know who to contact when they have engagement-related questions. Read more about My Service Team widget.
iii. My Engagements
A list of key engagement details, including:
- Start and End Dates
- % Accepted
- Overdue Requests
- High-Priority Items
iv. Requests Pending Review
View all submitted requests that are either assigned to you or unassigned. Click on the Request to open and review it.
Activity Feed:
Stay up to date with all activity across your engagement(s). The Activity Feed helps you monitor communication, status changes, and updates in one central place.
You can filter the Activity Feed by engagement and activity type:
- Comments - Messages on specific requests.
- File Uploads - New or updated files shared by the firm or your team.
- Signatures - Updates on signed or pending documents.
- Status Changes - When a request's status (e.g., Submitted, Accepted) changes.
- Priority Changes - Updates on High Priority requests.
- Property Changes - Modifications to request details.