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Signoffs in the Client Portal

Get easier and faster approvals for your work and give your clients a place to make comments against attachments and work descriptions.

Using this guide, you can:


 

Using Signoffs

The Signoffs feature allows you to send one or more files to your client for review. Upload and send any type of file to any combination of Contacts at the Client for approval. Your Clients are then able to view the files, comment on them prior to approval, and of course give their approval. Once a file has been approved, changes to it are locked out to ensure integrity.

Signoffs are currently available for creation when working in the Projects or Tickets modules via the Project/TicketCreate SignOff button.

The Client Portal must be enabled, and your client will need to have been invited to access it before they can access the Signoffs tool.

 

Creating a Signoff

To begin setting up a new signoff:

  1. Open the Project or Ticket which the Signoff is relevant to.

  2. Choose the Signoffs tab, and select the Create Signoff button.

    ClientPortalSignoffs 

There are several aspects of a Signoff which you'll want to fill in:

ClientPortalSignoffsCreate

  1. Request Subject: This field is the title of the Signoff which will appear in the initial email sent to the contacts you'd like approval from, and will be listed on the Client Portal under the Signoffs tab.

  2. Request Body: This field is the description of the Signoff which will appear in the initial email. 

  3. Attachment: Either upload a new file, which will be retained in Accelo's file storage system, or choose a file which is already present in the file system. You can also drag files directly to this page to upload them.  

  4. Recipients: Choose which Contacts you'd like to request approval from with the drop-down. By default each Contact you send the Signoff to will have their approval requested, but you can choose to send it to these contacts without requesting approval by simply clicking their name. Clicking the 'x' next to their name will remove them as a Recipient completely.

  5. Save: Saves the work you've done on this Signoff as a draft, so that you can come back later.  The draft will be listed under the Project/Ticket page, under the Signoffs tab.

  6. Requires: Choose whether the approval process requires that all possible Approvers must approve the file, or if having any single person approve it is acceptable.

  7. Expiry Date: Choose whether there's a date at which the approval request is no longer valid.

  8. Billable Time: Log the time which you spent creating this Signoff. This time will appear as a Note created by you under the Project/Ticket you're creating the Signoff for.

  9. Send Signoff: Sends the Signoff request to the Contacts' email, and lists it in their Client Portal view under the Signoffs tab.

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