Q: Hi, I have several questions.
Once a client completes a form (for example an NDA) with all of their information (e.g., name, address, phone number, company name, etc.), would I as the admin be able to use that same information to generate new forms in the future without having to retype the information? Does a client have the ability to upload documents to a separate portal (client project) that I set up for them? If I have 10 users, can I restrict which users have access to each portal (client project)? Thanks.
Blanca_Parallel
May 15, 2024A: HI!
Thank you for your interest! I will try to answer each of your questions:
1. To prefill the information of another form/contract with that of a previous one, which has already been completed, without having to retype it, you can build an integration between different parallels with Zapier.
2. Yes, you can create a template with file upload fields and send it to your client. He/she will access to a client portal to upload documents.
3. Yes, you can choose which users see each process. In this article, we explain different options to configure who has access to each process: https://help.onparallel.com/en/articles/6167270-work-with-your-colleagues-in-parallel. You can also restrict the actions they can do within the platform:
--> Assigning different roles: https://help.onparallel.com/en/articles/5935983-organization-roles
--> Restricting the use of your templates: https://help.onparallel.com/en/articles/5941902-how-to-set-up-user-permissions
Hope this helps!
Cheers!