Once you have set up your customer Web page, you can create one for each contact in your address book. Before your contact can access their customer Web page, you need to send them the username and password that they will need to access the site.
The information your customer sees on the customer Web page depends on the representation option button that was selected on the Closing details page:
Buyer: All buyers will see closing information on the customer Web page.
Seller: All sellers will see closing information on the customer Web page.
Seller and Buyer: Both buyers and sellers will see the closing information on the customer Web site.
For more information on buyer/seller representation, see "Creating a closing".
To create a customer Web page for a contact
From the Contacts menu, click Address book.
Locate the contact for whom you want to make a customer Web page and click the View or edit contact action menu item.
The Contact details page is displayed.
At the bottom of the page, click the Customer web page tab.
Click Create a customer web page.
You are notified if the customer Web page was created successfully.
Click OK to confirm.
The customer Web page is created.
Optionally do the following:
Assign a username and password: A username and password is automatically generated for this contact. If you wish to generate a different login credential, click Generate a username and password. Alternatively, you can manually type the username and password to be used by your contact. For more information, see "Automatically generating a username and password".
Email username and password: Click Email username/password to this contact to email to the contact the login credentials as well as the URL required to access the customer web page. For more information, see "Emailing a username and password".
Delete a customer web page: Click Delete customer web page to remove the customer web page for the contact. The contact will no longer be able to view any information about the sale of their home on the web.
Click Close to save and close this page.