Improved Client Portal

Client Portal: new client pages, several files at once, and Invite client beside the name

Client Portal's client pages have Magpie's top bar and footer and the portal's colour behind its name. Files can be shared and uploaded several at a time, by choosing or dropping them. Invite client is beside the portal's name.

  • The pages clients see have Magpie's top bar and footer, the portal's accent colour behind its name, the section tabs under it, and Sign out at the top right.
  • Meetings, signature requests and files act from their rows: Join meeting, Review and sign, and a file row downloads the file. An invoice's page has View PDF and Pay with the amount left to pay.
  • Files can be shared and uploaded several at a time, by choosing them or dropping them anywhere on the page. A file that cannot be uploaded is named with the reason, and the others are uploaded. A drop shows the files and the client's name before anything is sent.
  • Stop sharing a file keeps it in the team's Files band, marked as not shared, with Share again.
  • The portal's address is at the top of its page, with Copy and View as client, which opens the preview in a new tab.
  • Invite client is beside the portal's name.
  • A band appears once something is shared in it. Until then, the Share with band lists what can be shared.
  • Added Resend invitation beside a client who has not signed in yet, and Invite again beside a client whose access was revoked.
  • A preview shows the buttons clients use, turned off, and Edit in Magpie opens the matching part of the portal's page.