Customer Portal Settings in Admin
Customer Portal is where you can modify what is displayed to a customer when they receive the portal link.
Settings
- 1 .SubdomainCustomize the subdomain of the url that your customers receive. When you customize the subdomain it will appear as [yourcompany].mysolutionview.com
- 2. Link ExpirationSet the length of time the link will be active.
- 3. Brand ColorThis is the color that will be assigned to the icons and buttons.
- 4. Button Text This will be the color of the text. If you have a darker brand color, we recommend having a color close to white be your text color, if you have a lighter brand color, use a color close to black.
- 5. Document E-Sign - Toggle on and off the option for using E-Sign
- 6. E - Sign Distribution List - Distribution List that you want to notify a new signature collected
- 7. Include Sections Check the sections you would like to appear on your portal site.
- 8. Contact Us SettingsCustomize the information that will appear when a customer presses the "Contact Us" on your portal site.
- 9. Product Display SettingsCustomize the information that will appear when a customer views the product line items on the My Project section.
- 10. Project Display Settings Customize the information that will appear when a customer views the My Project drop down display.