Resources & guides

Your client portal, step by step

Keep track of your requests and the information shared with the service team. An account is required to access private request records.

Find and open your work

The dashboard lists your requests and their current statuses. Use the status filter when you have several records, then open a company to view its details. Create a new request for a separate task and retain its reference for follow-up.

Messages, documents and history

Each request has a conversation, a document area and a status timeline. Add requested PDF, JPG or PNG files and download available records. The request owner and authorized administrators can access these records; they are not public website pages.

Understand a status update

Submitted means the request was recorded; Reviewing means assessment is underway; Awaiting client means your input is needed; In progress means the agreed task is being handled. Completed and Cancelled describe the request’s workflow, not a blanket certification of company compliance.

Look after your access

Use a unique password and sign out on shared devices. You can change your password in Account; other active sessions are then invalidated. Forgotten-password recovery uses a time-limited email link. Never share that link, your password or verification codes in a conversation.

Status

Your request has been recorded. You can add context or relevant files while it awaits review.
Under review
The request is being assessed. Watch the conversation for questions about scope or missing details.
Awaiting your response
Your input is needed. Read the latest message and reply with the requested information.
In progress
The agreed task is being handled. Follow the conversation for updates and questions.
Completed
The request is marked complete. Review the outcome and documents, and clarify any continuing obligations.
Cancelled
The request is marked cancelled. Ask in the conversation about any outstanding documents, charges or next steps.

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