Client Experience

We are trying to allow Clients to use Design Files as their Client Portal, as suggested, so that they can log in and check the Order Tracker, Invoices, Design Boards on their own timeline. Pretty much 95% of my Clients find Design Files to be quite confusing -first, when they log in, they see a “sales” board to start a new project everytime they log in (PLEASE make this go away! they HAVE a project and that is why they are logging in!), their comments and my comments in Project Discussions are jumbled up. I can’t share just one or two new boards with the Client in an email or notification, unless I share all 38 Boards, or MANUALLY UNSHARE all the old boards, and then the Client can’t see the boards I had to unshare obviously. So I have now tried sharing new boards via Project Discussion, but even then you can only share one board at a time this way and all the comments go to this board which is not obvious to the Client. Here is an example email I get from almost all of my Clients: “I posted several comments and they appeared in several different places. I think I need some assistance. Also, do you’all delete things from design files as you go because I wasn’t able to see things you posted earlier when I went back to look last night. For example, the previous little hutch next to pantry. I was trying to see if it was similar to what you were suggesting in the top middle laundry cabinet but I couldn’t figure out where to look back to see it. Sometimes I use my phone, sometimes my laptop- but it’s usually hit or miss until I stumble on things. Would appreciate a quick navigation review. Thx.” And this poor Client has had us walk her through several things. This Client is not the only one. Would really appreciate a more streamlined, organized Client Experience, with larger Presentation Boards, being able to switch between Boards easily during a Presentation without scrolling through a PDF or the Boards, etc.

What would be amazing is if there were a Client Tutorial for Design Files that we could share with them. Because I don’t even know how it works on the Clients’ end. And an easier way for the Client to navigate the system. (and us)

Thank you!