Summary
With this feature enabled, you are able to send Requests from the Aiwyn Firm Portal to clients and their contacts, who in turn are able to provide requested documentation from within their Aiwyn Client Portal back to the firm. In turn, once the project is complete, the firm can provide the client with Deliverables they can see and download from within their Client Portal.
This user guide provides a detailed walkthrough of this feature from both the firm and client perspective.
Table of Contents
Chapter 2: Add new contacts for Requests
Chapter 3: Add Request list to clients and send Requests
Chapter 4: Client experience responding to Requests
Chapter 5: Review Requests and update project status