What your clients see
What clients receive and see, so you can answer their questions.
How do I…
- See what a client sees in their portalFind out what a client sees when they open their private link, so you can answer their questions.
- See what a client receives when you invite themSee the invitation email or text a client gets, so you know what to tell them to expect.
- See how a client completes a taskSee how a client finishes a task and what happens on your side when they do.
- See the emails and texts a client receivesSee which messages Hydi sends to a client, when each one goes out and what it says.
- See the page a client uses to joinSee what a client fills in after opening an invitation, and what they see if it has expired.
- See what a client sees on a taskSee what a client finds when they open one of their tasks, so you know what they are looking at.
- See how a client uploads filesSee how a client sends you files on a task, what they can upload and when they can change them.
- See how a client fills in a formSee how a client opens, saves and submits a form on a task, and what happens after they submit.
- See how a client signsSee how a client signs a task, adds other signers and finishes, so you can talk them through it.
- See what a client sees when you ask for changesSee how Hydi tells a client a task needs changes and what they can do about it.
- See the documents a client can openSee which of your files a client can open from their portal, and where they find them.
- See what a client sees when their link stops workingFind out why a client's portal link shows an error, and how to get them back in.