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About
the client section feature
To login, click here http://theantiquaries.clientsection.com
and enter your login and your password. All are lower case. Additional members of your company
or family (if any) may be added... simply email The Antiquaries at
info@theantiquaries.com and we will set them up. Access can be given for individual projects or for all projects.
The Tabs: DASHBOARD
The Dashboard or home page is the summary page for all projects that we have in progress with you at any given time. On this page you will see upcoming milestones (also known as due dates). If there is a due date within the current 14 days, it will be listed in a calendar.
On the left hand side is the open projects that we have on file. If there is only one project active for you, the extranet will open into the “Overview” and the Dashboard will not show.
To start, click on any project you will be transferred into the Overview of the project.
The Tabs: OVERVIEW
The Overview tab is exactly that – an overview of the project. On the left hand side of the page is the upcoming milestones or milestones due in the next 14 days, to-do’s (both open and closed), and messages.
On the right hand side shows who has access to this project. Most of the time, the entire
Antiquaries staff will have access.
The Tabs: MESSAGES
The message board is where we will post details of the project. Messages fall within categories such as
Project Management, Research, Data from Client, etc.
Messages can be viewed all together or by a specific category. You can also post a new message or comment on previously posted messages.
Sometimes you will receive an email from the extranet saying that a new message has been posted. When posting new messages or comments, you can choose (or not) who you want notified of the new message.
The Tabs: TO-DO List
To-Dos are our list of things to do. To-dos should be assigned to “Anyone”, a company or an individual. These can be viewed and not changed by anyone assigned to your project from our company or yours.
On occasion, there might be a "to-do" assigned to you. These will have a background of yellow and have your name (or company next to it). If a to-do is assigned to you, you can check it off when it's completed.
The Tabs: MILESTONES
This tab will allow you to view milestones setup for the project. Milestones are important dates such as due dates, dates, stages of completion, etc.
As with to-dos, these are also viewable by the client. If there is a milestone assigned to you, you can check it off when it is completed. Milestones can be assigned to “Anyone”, a company or an individual.
Messages can also be linked to a specific milestone. On the milestone tab, the message linked will be listed below the milestone entry.
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