In this section, we'll go over some main features of Soraban for you to get a hang of them. If you get stuck in any of these steps, use the chat bubble on the bottom right to get support fast!

1. Add a test client

After you log in to Soraban with the credentials you received, click All Clients on the Overview page.

Next, click the plus icon to Add Client.

Lastly, fill out the test client's information and click Add Client. Quick tip: If your email is hello@soraban.com, you can use emails like hello+1@soraban.com and hello+2@soraban.com to receive all email notifications from multiple users to the primary email.

2. Send a template to the test client

A send template dialog should pop up for the client if you add a client. Use one of the pre-existing templates to send.

3. Use an incognito browser to log in and go through the questionnaire


You can either log off or use an incognito window to log in as a client. (The Soraban team should send the login credentials to the email you used for the test client, like the screenshot below.)

After logging in, you should see a client dashboard with the open questionnaire. Click the questionnaire that you have sent.

If the client logs in for the first time or hasn't set the contact method, they will be prompted to choose their preferred contact method.

You can go along and fill out the questionnaire and click Complete Questionnaire once you've filled out all the questionnaires (optional).

4. Use your main account to check progress

After answering a few questions or uploading documents, go back to your main account and refresh the table by clicking Refresh. Depending on the year you sent the questionnaire, you may need to change the year.

You should see the questionnaire you were working on with the progress.

Click on the name of the questionnaire. Then, you can view the answers and documents uploaded (you need to click individual sections to expand them.) You can also export the questionnaire to a PDF or spreadsheet.

5. Send a message to the test client

You can message your client by clicking on the message icon on the top right and choosing the conversation.

The conversation will include sending a questionnaire so the client can't miss it. In addition, you can send a message or attach multiple documents.

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