VMC not only lets you add your client to the Listing, but also allows you to invite them to collaborate directly within the same transaction. This means less back-and-forth over the phone and more time spent delivering a great service.
Start by adding the Instructing Client to ViewMyChain. This allows you to associate them to the Listing later in the process.
- Click on the 'Clients' tab located in the top toolbar.
- This allows you to create, search for, and manage your Clients. Select 'New'.
- Input the Client Name, the Key (which corresponds to the file reference number), the Client Relationship Manager, and select the appropriate team to associate with your client.
- After creating your client, you can link them to your Listing. To do this, return to your Listing in ViewMyChain and click on the white drop-down icon.
- From here, you can select the Client you have just created from the 'Client' drop-down, the 'Key' will pre-populate.
- After selecting the Client, you can proceed to assign a dedicated Case Handler. Once a Case Handler is established, they are automatically granted access to all Listings linked to their associated 'Client'.
To do this, simply click 'Add Case Handler'.
- Provide the necessary information for the Case Handler in the designated fields.
- Click 'Select'.
- If desired, click on the three white dots and select 'Milestone notification'. This feature sends a daily email to recipients, informing them about specific milestones that were updated the previous day.
After completing the registration process, the Case Handler will receive an email with a link to join ViewMyChain. Once they have successfully registered, they will gain access to all Listings associated to the Client.