Client home

Client home gives a guest a focused view of the projects, records, files, reports, and requests shared with them. It does not show internal workspace navigation.

Find shared work

Open Your projects or Shared views to see work the workspace has shared with you. Use Search shared items to find an item by name. Open a project or record to review its shared details. Files and transfers and Shared reports appear when those items are shared with you.

If the workspace has not shared anything, Client home explains that there are no shared items yet. If an item is no longer shared, it is no longer available to you.

Review tasks and comments

Open Your tasks to see tasks assigned to you. Open Shared comments to review comments on shared work. The page shows only information available to your guest access.

If someone asks you to review work, choose Approve or Request changes. Your decision appears beside the item. Submitted requests lists the requests you have sent to the workspace.

Send a request

To send a request: 1. Select New request. 2. Enter your message in What do you need?. 3. Select Submit request. In this demo, the request is captured locally and is not sent to the workspace.

The account shown in this client screen is a demo account. Do not treat it as a live client login.