Guest User Overview

As a Guest User you will be providing information for a particular business transaction. Depending on the type of transaction, the information you provide may be used to create documents for the transaction or to simply collect information to be used in other ways.

Online Interviews

Supplying information for a transaction is done using an Online Interview. An interviews is a series of dialogue screens which contain questions about the transaction on which you are working. The interview will generally consist of several dialogues screens, each containing questions that are related to one aspect of the transaction. The interview that you access may have been customized specifically for role in providing information for the transaction.

 

Invited vs. Self-Serve Guest Users

 

Your access to the system can be created in one of two ways:

 

• Self-Serve - You signed up to start a transaction on your own - generally having come from your company's website or Intranet. You are beginning a transaction by providing information, and depending on the type of transaction, the information you supply may be the only information needed to complete the transaction, or your data may be passed along to others who complete the work. At the end of the process of collecting information, documents associated with the transaction may be available to you.
  
  
• Invited - You received an invitation from your company or another entity to participate in a transaction. You are providing information that will be passed along to others to complete and potentially share associated documents with you.

 

Transaction Workspace

When you first log in to the system, or whenever you are working on a specific transaction, you will see your Transaction Workspace. This dashboard shows you the name of the Transaction on which you are working as well as its status. It also provides a button to Start the Interview to provide information. If you've already started the Interview, it provides buttons to "Edit My Answers" and "Mark as Done".

If you have access to viewing documents for the transaction, they will appear in a list on the Transaction Workspace.

Transaction Selection

If you have multiple transactions on which your are working, you will see the Transaction Selection screen. This dashboard displays your transactions in process and allow you to select one on which you'd like to work. Once you select a Transaction from the list, you will be taken to the Transaction Workspace screen for that Transaction.