Collaborate
See each client's documents, templates, status, and history in one place
5 capabilities
Bring every client or partner record into one view so their templates and document activity are easy to track. Each profile shows transaction history, current status, and the trail of communication. You can assign templates that belong to a specific client for work you repeat, and search and filtering keep even a long client list manageable. A dedicated dashboard surfaces recent activity and anything still pending. For sales, HR, or onboarding teams, it makes client relationships easier to stay on top of.
Keep an organized directory of clients tied to their templates and applications. Adding a client or updating a record is quick, and you always know who receives which documents, the backbone of onboarding and customer-service work.
Find a client fast with search and filters by name, ID, status, or recent activity. When the list runs long, it saves a large team a lot of scrolling and friction.
Each client profile gathers their activity log, template history, associated templates, and contact details in one view, so staff can see where a client stands, follow up with context, and keep every interaction on record.
Assign templates that apply to just one client, so you can tailor a workflow to a particular partnership or business unit. Work you repeat for that client gets simpler and more personal.
One dashboard shows a client's full activity, template statuses, and history at a glance. Support teams, HR, and onboarding managers get the read they need to make quicker calls.
More capabilities that pair well with Client Workflows
Keep documents protected, organized, and easy to track from start to finish
Learn moreCollaborateKeep recipient details organized and send every document to the right people
Learn moreOrganizeKeep brands, branches, and departments separate without juggling accounts
Learn more