Document Access
The customer portal provides secure document access, allowing customers to view and download project-related files including well logs, lab reports, inspection records, and project photos. This self-service document access reduces support requests while improving customer satisfaction.
Document Organization
Project documents are organized by type and date within the customer portal. Customers can browse documents chronologically or filter by document type to find specific files quickly. The interface clearly labels each document with its type, date, and description.
Documents remain available throughout the project lifecycle and after project completion. Customers can access historical project documentation at any time, supporting their record-keeping requirements and future reference needs.
Well Logs and Reports
Completed well logs are automatically available in the customer portal once finalized. Customers can download PDF versions of well logs, viewing detailed information about their well construction, geology encountered, and final specifications.
Lab reports, inspection results, and certification documents are similarly published to the portal upon completion. This automatic publication eliminates manual document delivery steps and ensures customers receive important documentation promptly.
Project Photos
Field crews can capture project photos that are published to the customer portal. Customers see visual documentation of work progress, completed installations, and site conditions. These photos provide transparency and build confidence in work quality.
Photo galleries organize images by date and project phase, making it easy for customers to review progress or reference specific aspects of completed work. Photos can be downloaded individually or as complete project albums.
File Security
Document access uses the same secure token-based authentication as other portal features. Only authorized customers can access their project documents, protecting proprietary information and customer privacy. Access tokens can be revoked if security concerns arise.
The system logs all document access, tracking who viewed or downloaded files and when. This audit trail supports security requirements and helps resolve questions about document delivery or customer acknowledgment of important information.
Download and Sharing
Customers can download documents for offline storage or sharing with contractors, regulatory agencies, or other stakeholders. Downloaded files maintain their original format and quality, ensuring usability for any downstream purpose.
The portal supports sharing documents with additional recipients by allowing customers to generate temporary access links. These shared links provide limited-time access without requiring recipients to create accounts or remember passwords.
Document Notifications
Customers receive notifications when new documents are published to their portal. These notifications include document type and description, encouraging prompt review of important information. Notification preferences can be configured per customer, respecting communication preferences.
Document availability notifications reduce phone calls and emails asking about report delivery or well log completion. Customers know they will be notified when documents are ready, eliminating the need for status check communications.
Regulatory Compliance
Providing customers with direct access to well logs, lab reports, and compliance documentation supports regulatory requirements for record distribution. The system maintains proof of document delivery through access logs, supporting compliance verification if needed.
Many jurisdictions require well owners to maintain copies of construction records. The customer portal ensures customers have permanent access to required documentation, reducing your liability for lost or misplaced records.
Integration with Project Workflow
Document publication to the customer portal integrates with project workflow automation. When field crews submit well logs, lab results are received, or inspections are completed, documents can be automatically published without manual intervention. This automation ensures timely document delivery while eliminating administrative tasks.
Document availability can trigger workflow transitions, such as moving projects from active to completed status once all required documentation is published to the customer portal. These automated transitions ensure process consistency and reduce oversight.