Getting started

Getting started with MioWorks.com is a simple three step process.  Here is a quick outline of how to get started with MioWorks right away:

1. Setup your MioWorks.com account – follow the directions provided in the next chapter of this help guide titled “Create your MioWorks site“.
2. Log into your MioWorks account and start by adding a few contact records.  You can also import contact information from existing systems like Gmail, Yahoo, LinkedIn, Outlook and more.
3. Every time you touch a contact through phone, email or meetings – add some notes to MioWorks, upload documents for safekeeping and schedule your followup tasks.

By using MioWorks for a few days and collecting information on multiple clients you will quickly see the power of the application.   You will always know the latest status with your clients even if your partner or office assistant talked to them.  You’ll be more organized and clients will feel special that you remembered where they left off last time.

Now that you are storing information in MioWorks and you are getting comfortable with it, it’s time to activate portals for your clients.  But there are a few steps to take before you do this:

1. Setup the Portal by determining which features you’ll allow your clients to access.  Create your own personalized welcome message and you can even create a special offer.
2. Customize the email messages as you see fit.
3. Add your logo to the Portal configuration so that customers know the site is yours.

After these three simple steps you are now ready to activate portals for your clients.  Start off by choosing a few of your best clients.  Visit their contact records in MioWorks and click the “activate” button.  Once activated each contact will receive an automated email notification with their user id and password.  With the client portal you can now:

1. Selectively share documents, photos, videos or other files with the client.
2. Ask for approval from the client on any of those files
3. Ask the client a question

In turn the client can now:

1. Upload a file to share with you (perfect for a scanned version of a signed copy of a document)
2. View and download the files you shared with them
3. Grant approval on a file or reject with a reason
4. Ask you a question, view answers to questions and even ask for clarification
5. Update their own profile information so that billing addresses or contact information stays in synch