How do I preview what my client sees in Collect?
You can view a replica of the client portal directly in Mimo, so you know exactly what your client will see before any requests go out.
How to access it
Open Collect documents for the relevant client.
Select View as client from the top of the screen.
Mimo will display a read-only replica of what that client sees: their assigned requests, any messages, and the documents they've been asked to provide.
To return to your accountant view, close the preview.
What you can see
The preview shows the client's portal exactly as they experience it: the requests assigned to them, the status of each one, and any communication visible to them. You can't send requests, respond to clients, or make any changes from this view.
