Customer Portal

Overview

The OfficeClip web-based customer portal provides the ability to create online alliance with your organization’s members, external clients and trade partners.

OfficeClip Customer Portal - Administrator Console

OfficeClip Customer Portal - Administrator Console

Administrators can select various features to make them available for customer portal. Each customer portal features can be individually tailored for certain features and security.

Customer Portal - Login

Customer Portal - Login

The login screen allows specific features to be accessible only when the customer portal user logs in to the system.

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Table of Contents
Overview
Public and Secure Tracking
Calendar
Knowledge Base
Secure Reports
Sharing documents