The Contact Portal is how your client's complete their forms, download and upload files, and communicate with your organization.
Logging In
CaseLocker uses password-less client authentication. In order for a client to log in, they need to enter their email (the email in their Contact account), and we'll send them an email to log in.
Navigation
The navigation bar contains links to the different pages a client can access.
Home
A quick overview of things that may require the clients attention.
Forms
View all new and submitted forms, complete and sign forms.
Messages
Send and view messages to and from your organization.
Files
Preview (PDF, Images), Download and Upload files to their CaseLocker account.
Settings
Manage notification preferences and view information on file, including email and phone number.
Home Page
The top of the homepage contains the client's account details, including their unique identifier, and your organization's contact information (if set).
The Recent Forms card displays the 3 most recently added forms that the client needs to complete. They can start these forms by selecting the "Start" button.
The Recently Uploaded Files card displays up to 5 of the most recent files sent to this client. They can download directly from this card.
The Recent Message card displays the most recent message sent to this client.
Forms
The forms page displays all new and submitted forms that have been added to a client, except any forms that have been set to the "Not Completing" status. Forms can be started and signed here.
Forms that have already been submitted can be viewed by selecting the "Submitted Forms" link, which will show forms that have already been submitted by the client.
Filling out a Form
If a client has never entered data in a form (New), the form card will have a green "Start Form" button. If they have started filling out a form (Client Started), the form will have a blue "Open Form" button. Selecting these buttons will take the client to the form and allow them to fill out the form.
Submitting a Form
At the end of the form, the client must select "Submit for Review" to submit the form (Client Submitted).
If all form requirements are met, they will be prompted to confirm that they are ready to submit their form. Once they submit, they cannot edit the form without contacting your office to unlock the form. (To Unlock a form, change the status to "New" or "Client Started").
If one or more required questions are not answered, the client will be prevented from submitting until they complete these answers. Required answers will be highlighted yellow (as shown below) to make it easier to view what is required.
Once a form is submitted, CaseLocker will display a green checkbox and display any other forms that may require their attention. If you have automatic form notifications enabled, the client will be sent a message containing this forms submitted message.
Sign on Submission
If a form is required to be signed after submission, they will receive a prompt to continue to DocuSign to sign their document.
Messages
Messages contains the entire history of messages between this contact account and your organization. This includes messages sent via SMS and Email.
Clients can send a new message directly from this page.
Files
The Files page contains all files uploaded to this contact account, and allows for previewing (PDFs and Images) and uploading new files.
Selecting the "Upload File(s)" button will open file selection using their device's file picker. After selecting one or more files, CaseLocker will show a confirmation dialog to upload these files to their account. This confirmation dialog allows for reviewing files and removing any unintended selections before uploading.
Settings
The settings page displays this client's information (Name, Unique Identifier, Email, Phone) and allows for setting notification preferences (Email, SMS).
Information on this screen requires contacting you to update.