Customer Portals

Ease customer worries with a more transparent workflow. Customer portals eliminate a lot of back and forth by providing your customers with their own Vector dashboard, where they can easily access & view their document uploads. 

Step 1

Contact your Customer Success Manager or support@witvector.com to express your interest in setting up Customer Portals.

We'll set up a time to discuss your specific needs and gather specific details, including which customers you'd like us to create portals for and which documents you'd like sent to those portals.

Step 2

Vector will create your portals and complete configurations. 

Step 3

Drivers will now see a customer dropdown when submitting documents in the mobile app. Be sure to notify drivers of this new step in the workflow.

Step 4

When a driver selects the customer and submits their document, the document scan will appear in your portal and another copy will automatically be shared into to the selected customer's portal.