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A quick introduction to portals (end user perspective)

A quick introduction to portals

This article explains what you can expect to see after accepting a portal invitation from your adviser and logging in for the first time.

Please note that the screenshots below are for illustrative purposes only. Your own portal may look different, as branding, navigation tabs, tab names, layout and available features can be customised by your adviser. The examples shown here use a default configuration.

If you have access to a single portal your user interface is likely to look something like this:

  • You will see the logo and the name of your portal provider in the top left corner

  • Portal navigation section will show available tabs. They will differ from what you see here as your portal provider can customise them. Let's go through the example above:

    • Dashboard - shows a welcome message, a tutorial button (that can take you to an article or a video), a list of notifications relevant to this portal and comments which you can post on the dashboard

    • Workflows - show all workflows published in the portal

    • Public Documents - shows a document library which you can view and download. You will not be able to upload documents to that folder

    • Signed documents - a folder with all documents you signed which were sent to you from this portal

    • Forms - structured questionnaires published in this portal

    • Tasks - a list of tasks set up by portal adminitrators

    • Messages - any messages sent to you by portal administrators

If you have access to more than one portal (given to you by the same company), the initial dasbhoard may look like this:

  • The top left corner will usually show the logo and the name of the company that shares the portals with you.

  • If you see a “Switch” button it means that you can switch from your current portals to another company or even to your own private space from which you can send documents for signing.

  • Your ‘avatar’ is the icon in the top right corner (see below). It shows the first letter of your first name by default. You can change it into your photo by uploading it in your personal settings.

  • Click on the ‘avatar’ logo to access Personal Settings options such as

    1. Your personal contact details

    2. Your avatar,

    3. Language,

    4. Time zone,

    5. Password,

    6. 2-factor-authentication settings, and

    7. Notification settings.

For further information login to MyDocSafe, click on ‘Support’ and browse through our Knowledge Database.

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