Client Portal Dashboard and Contracts in Sparkforge
The Sparkforge client portal now sends contracts for online signing and gives every contact a personalized dashboard with quick actions for courses, invoices, messages, and communities.
The Sparkforge client portal now includes a redesigned dashboard and a contracts module that handles document signing inside the portal on web and mobile.
Contracts and document signing
- Send contracts: push contracts or documents to a contact directly from the portal
- Client view: contacts see their documents on their personalized dashboard
- Online signing: contacts sign digitally inside the portal
- Downloads: grab the signed copy with one click once it's complete
Dashboard updates
- Welcome section: personalized greeting with the contact's name and profile image
- Quick actions: one-click links to courses, invoices, messages, and community groups
- App switcher: jump between child apps from the mobile top bar
- Mobile top bar: condensed navigation built for small screens
Where to find it
The new dashboard is the default view in the client portal. Contracts live alongside other documents in the portal sidebar.
Frequently Asked Questions
Do contacts need a separate account to sign contracts?
No. They sign inside the same client portal where they view courses, invoices, and messages.
Can clients download a copy of the signed contract?
Yes. Once signing is complete, both parties can download the final copy from the portal.
Does the new dashboard work on mobile?
Yes. The redesign includes a mobile top bar and an app switcher so contacts can move between child apps on phones and tablets.
What appears in the Quick Actions section?
Courses, invoices, messages, and community groups by default. The list reflects the modules you've enabled for that subaccount.
Was this article helpful?
Thanks for the feedback.