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.
- If your Client (or Contact) Can't Login
- 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.