Summary
Once the project is underway and a new Deliverable is available, send the Deliverable to the client contact from within the Aiwyn Firm Portal. The client contact receives a notification the Deliverable has been provided by the firm and can view and download the asset from within their Aiwyn Client Portal.
Included in this article:
Add and send Deliverable
Add and send new Deliverables to the client once the asset is prepared by the firm.
Steps to Add and send Deliverable
- Go to the Aiwyn Firm Portal
- Select Projects from left hand panel
- Search for the Project and select View Project to open the full details page
- Toggle to the Deliverables
- Select the Actions button
- Choose "Add Deliverable"
- A small pop up window displays
- Enter the name of the Deliverable
- Optionally enter a description of the Deliverable (this is seen by the client)
- Upload one or more files
- Select the checkmark to send to client or choose to Save as Draft and return to this page later
- Upon selection "Send to client" a "Send to" drop down box appears
- Select the client contact to send the Deliverable to
- Select the Send button
- Upon sending, the Deliverable is emailed to the selected client contact
Example flow of adding and sending Deliverable to client contact within Firm Portal
Client experience receiving Deliverable
The client contact chosen to receive the Deliverable is provided with a notification email which includes a one click button to view and download the Deliverable from within the Aiwyn Client Portal.
The client contact simply selects the View Deliverable button from the body of the email where they're brought directly to their Aiwyn Client Portal with the Deliverable pulled up and ready for review and download.