DigLabOnboarding
Client portal ↗中文
Help & troubleshootingReviewed 27 October 2026

Feature availability and verification scope

This manual combines current official product guidance, authenticated read-only capability discovery and inspected interface controls. The last documentation review was 26 October 2026.

Inspected for this edition

The DigLab agency workspace was accessible through the authenticated app. Its flow list, task controls and empty task editor were inspected. The branded client portal sign-in page loaded with email-code and password choices. The API confirmed an active Agency workspace and exposed flows, portal configuration and the supported portal capability catalog.

Documented support

Official guidance and current API contracts support questionnaires, tutorial and signature steps, scheduling, invitations, responses, tasks, milestones, files and versions, feedback, messages, internal notes, templates and access rules. Optional providers need their own connection and entitlement checks.

What was not exercised

This documentation review did not send customer invitations or messages, submit a live contract, make a payment, change team access, connect providers, or run a complete client delivery project. The client sign-in capture verifies the entry page, not a particular customer's membership or every client action. Example walkthroughs are instructions rather than claims that those transactions ran in this review.

Use your current workspace as the final check

Menus, roles, plan limits, languages and configured providers can change. If a guide describes a control you cannot see, first confirm your workspace, role and enabled feature. Contact DigLab with the exact symptom; do not assume every documented provider is already configured.