How are documents shared with clients?
The process of sharing documents in a virtual office context involves secure and systematic steps. Here's a general guide on how documents are typically shared:
- Document Upload:
Relevant documents for your space, such as client agreements, NOCs and electricity bill, or other necessary paperwork, are asked to upload in the user subscription details, post accepting of client signed agreement. - Categorisation:
Documents are categorised based on their nature, such as user-specific documents (e.g., client agreement, client NOC) and common documents (e.g., electricity bills). - Auto-Generation/ Auto fetched Documents (if applicable):
Common documents like electricity bill are fetched from your workspace database that you update on basis of their update cycle [once every 3 months in case of electricity bill], For user-specific documents like the client NOC, the platform may automatically generate the NOC based on the information provided by client, streamlining the process. - Document Review:
The supply partner or administrator reviews the uploaded/auto-generated documents to ensure accuracy, completeness, and compliance with requirements. - Initiate Sharing:
After the review, the supply partner initiates the sharing process by clicking on the "Share" button within the platform. - Client Notification:
Clients receive automated notifications informing them that new documents are available for review or action.
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