Knowledge Base
Learn about top features of our solutions. Get help whenever you need.
How to work with the “Documents” section in Customer Portal
Customer Portal is a section of the Exely extranet that contains information about contracts with Exely and the users list.
How to access the Customer Portal
To access the Customer Portal, click your user login in the top right corner of the Exely extranet and click “Customer Portal” in the drop-down list.
What information is available in the Customer Portal
In the Customer Portal, the “Documents” section contains information about all signed contracts: the contract number, contract start date, connected Exely solutions. To open detailed information about the contract, click the contract number.
The “General Information” tab provides basic information about the contract. You can view and download the contract text and terms of use of the software, as well as add or change email for accounting documents.
On the “Subscriptions” tab, you can see for which subscriptions to Exely solutions and for how long the contract is valid.
The “My invoices” tab contains all invoices issued under the selected contract. To download the invoice, click the “Download invoice” link.
To pay the invoice, click the “Pay now” button.
