Recently, a lot of new work has been done on the Softrader Customer Portal, a powerful tool designed to enhance transparency and collaboration with your customers. The portal offers a seamless way for customers to access important documents and information related to their transactions with you.
Viewing Jobs
Customers can view orders they have placed with you, and see limited information about them including whether Delivery Notes or Invoices have been produced.
Document Downloads
Customers can log in to view certificates, associated documents, and select process documents. This ensures they have all the necessary information at their fingertips, reducing the need for back-and-forth communications.
Secure Access
Customer logins are secured with two-factor authentication via email, ensuring that only authorised users can access sensitive information.
Easy Setup
Creating a customer login is straightforward. Simply navigate to the address book, and under the ‘Options’ section, set up a login for the customer. You can also manage existing logins, reset passwords, or revoke access as needed.
Process Document Integration
If enabled, process documents can be automatically included in the associated documents section, providing customers with a comprehensive view of their transactions. The Softrader Customer Portal is designed to streamline your operations and improve customer satisfaction by providing easy and secure access to essential documents.
Contact Us…
For more information on setting up and using the customer portal, please contact our support team.
