Your Client's App Experience
See what your clients see and how they engage with the platform
5 articles
Your Client's App Experience OverviewUnderstand what your clients see in their in-app experience.
How Contacts Upload a Secure FileExchange Important Documents with Contacts
Client Push Notifications - Timing, Triggers, and Other AlertsStay out of the inbox—push notifications keep client communication focused, timely, and inside the app experience.
Contact Access to the Secure Files VaultClients, prospects, and leads can now easily view shared documents in the Vault, ensuring a consistent experience across all contact types.
If your Client (or Contact) Can't Login