Please find here a quick explainer that you can share with your stakeholders. We recommend to create your own explainer (You can embed a video to watch in a task added to your process) since each Process & interface is now highly customizable to your company services/workflows and can be accessed from a mobile or computer.
Welcome to our secure portal
Your security is our priority, that's why we're using a trusted secure service called Clustdoc to walk you through the different steps required as part of our process. Our secure portal allows you to submit your information safely and track your submission progress.
Learn more about how to use your portal
Please read the instructions shared in your portal, all the steps to be completed as well as supporting documents to be provided will be listed there. You can access your portal from a computer or mobile, the following explanations apply to a computer experience.
▶ Browse through the checklist
1/ Go through the checklist and submit the required information.
2/ If you're on your computer, mouse over the ⓘ icon below each item of the checklist to read additional information if any
3/When you're ready to start the workflow, add a complex password that you can still remember (you'll need it to log back into your interface)
4/Click on the inline buttons to complete the required step, once the info required is submitted, you'll be able to log back into your portal 24/7 to track the progress of your submission.
5/ Check your emails. When you receive a notification from us, click through the email to come back to your interface and take action.
▶ Send us a message if needed
1/ Click on the Secure Messaging tab to send a message or ask any questions. Our replies or messages will also show in this section. Make sure you try to reply from your secure interface instead of using emails, this way it will be much easier for us to track your inquiries and come back to you.
▶ Check out the Information tab