01. Guidelines
e·silentpartner includes a specific portal for your customers where you can share estimates, invoices, traffic plans and other information and keep them all in one place.
e·silentpartner includes a specific portal for your customers where you can share estimates, invoices, traffic plans and other information and keep them all in one place.
Setting up Client Access and Preferences
How to brand eClients portal with your own logo
How to login to eclient portal
Job overview on eClient portal
How to Upload and Share Digital Assets using eClient portals and with your clients
How to share estimates with your client contacts
Share invoice with Clients thru eClients portal
Share Traffic plan with clients thru eClient Portal
Notes (Client Job notes)
Change Order
Share Creative Briefs thru eClient Portal
Send Noted thru eClient Portal
Request Job