The following enhancements have been made to help reduce the support calls you may receive from Client Contacts using the Client Portal in Indio.

When a user clicks the Go to Portal button in their e-mail invitation, they are directed to the Indio Login page. The e-mail address of the user is now pre-filled.

In some cases the e-mail address may not be pre-filled on the Login page. The instruction message below the Email Address field reminds a user to enter the e-mail address their agent used in setting up the Client Contact user in Indio.

After a user clicks "Proceed to Submit", a form is checked for errors. Required fields that are missing an entry or fields that need to be verified are flagged for correction.

The page that displays data entry errors to correct now shows a simplified message at the top under "We Found a Few Problems". To make it clearer what needs to be done, a user clicks a "Fix This" button for a question.

In order to sign and submit a form, a Limited Access user must have the "Sign and submit assigned forms" additional permission checked. This permission can be granted by an Assigned Agent or the Client Contact with who is the primary contact for an Account.

If a Limited Access user does not have "Sign and submit assigned forms" permission (as shown above), the only buttons available on the form page are "Finish Later" and "Finish". They will see the following message at the top of the form page to explain why they cannot submit and what to do next.

There is no notification sent to the Client Primary Contact when a Limited Access user finishes filling out their assigned sections of a form. The Limited Access user needs to inform the Primary Contact that they are done.

After finishing a form, Limited Access users receive a reminder tooltip when they are redirected to the Request page.

The progress bar displaying the percentage of completion below a form name can be confusing to Client Contacts. The progress percentage is calculated based on the total number of questions on a form. The progress will not show as 100% if there are hidden sections in a form or if a Limited Access user is only assigned a few sections to fill out.

Agency Admins may elect to hide the progress bar on forms by enabling the Agency Preferences setting "Hide the form progress bar". This is explained below under Enabling New Features in the Client Portal for an Agency.

Client Contact users now have the option to download a PDF for a form with comments and/or attachments. These are the same options Agents have for downloading a PDF.

Agency Admins may elect to make these download options available to Client Contact users by enabling the Agency Preferences setting "Allow clients to download comments and attachments along with forms". This is explained below under Enabling New Features in the Client Portal for an Agency.

Indio E-signature can be used on a mobile phone for signing documents. However, it is difficult to fill out complex forms like ACORD forms on a mobile phone. After a Client Contact user logs in to Indio on a mobile phone, they receive the following message.

Two of the features explained above are controlled by Agency Preferences settings. An Admin must enable these settings before the features appear to users in the Client Portal.

Still have questions? Feel free to chat with our support team using the chat feature located in the bottom right-hand corner of the platform or email support@useindio.com.

Note: The Indio Technologies platform is most optimized on the browsers such as Google Chrome or Firefox. If you use Internet Explorer there may be limited functionality as a result.