customer portal - manual
Customer Portal
Guide for customers of Ingenieurbüro Grundei
Welcome to the customer portal. Here we provide your documents, you can send us files, write messages and sign documents electronically.
Portal address: https://customer.grundei.tech
We recommend saving this address as a bookmark.
1. Signing in
You do not need a password. Signing in works through your e-mail address:
1. Open the portal
2. Enter your e-mail address and click "Request sign-in link"
3. Switch to your mailbox — you will receive an e-mail from us containing a link
4. Click the link
The link is valid for 15 minutes and can be used only once. After that you stay signed in for 14 days unless you sign out.
If no e-mail arrives: check your spam folder. If nothing arrives at all, your address may not be activated yet. In that case please contact us.
The first time, we ask you for two confirmations — one on data processing and one on delivery and retention. Without these confirmations we cannot show you the documents.
2. What You'll See on the Portal
Section | Content |
How to reach us | Phone number and e-mail address, directly clickable |
Legal | Imprint, privacy policy and terms and conditions |
Awaiting your signature | Appears only when a document is waiting for your signature |
Appointments and deadlines | Upcoming appointments and expiring inspection deadlines |
Documents | Everything we have provided for you |
Submit files | Your way of sending us documents |
At the top right you reach Messages, Settings, Consents and Sign out, along with the language switch.
3. Viewing and downloading documents
The document list shows title, date provided, size and status.
• new — you have not opened the document yet
• seen — you have already viewed it
"View" opens the document in your browser, "Download" saves it. Files your browser cannot display are offered for download only.
We recommend that you download your documents for your records.
From four documents onwards, two selection fields appear above the list, for type and year. Use them to hide what you are not looking for right now.
A yellow circle with a check mark in front of the name marks documents of our pruefpoint brand.
4. Sending files to us
In the "Submit files" section:
1. Click "Choose file"
2. Add a short note if useful
3. Click "Submit file"
Permitted are PDF, images and office files up to the size stated. Every file is checked for malware.
Important regarding deletion: as long as we have not reviewed the file, it shows as "under review" and you can delete it yourself. Once we have reviewed it, the status changes to "delivered" with a timestamp — from that moment the file counts as officially received by us and can no longer be deleted.
5. Signing documents
When a document is waiting for your signature, you receive an e-mail from us containing a link.
1. Open the link — the document is displayed
2. Read the document in full
3. Provide your signature: draw with mouse or finger, upload an image, or type
4. Enter your name; the role field is optional
5. Click "Sign legally binding"
By doing so you provide a simple electronic signature under eIDAS. Time, IP address and browser identification are recorded in the document as evidence.
Afterwards you find the signed version in your document list. It contains your signature and an additional record page.
If you do not wish to sign, use "Decline signature" and you may state a reason.
6. Messages
Under "Messages" you can write to us and follow the history of your requests.
You raise a new request by entering a subject and a message. In an existing case you reply using the field at the end of the conversation. Your contributions appear on the right in green, ours on the left.
Closed cases move into a collapsed section. They remain readable for twelve months but can no longer be answered — for a new matter please raise a new request.
Please submit files through the "Submit files" section, not as an attachment to a message.
7. Settings
Under "Settings" you decide what we should inform you about by e-mail:
• immediately — you receive a message straight away
• once a day, collected — everything from that day in one e-mail
• no e-mail — you check the portal yourself
This can be set separately for each occasion: new document, signature requested, new message, appointments and deadlines. You also change the language for the portal and for e-mails there.
8. Consents and withdrawal
Under "Consents" you can see which wording you confirmed and when. Using "Download proof as PDF" you receive a confirmation for your records.
You can withdraw your consent at any time. Please note:
Your access is blocked immediately; you will no longer reach the documents.
Business documents already transmitted are not deleted. They are subject to statutory retention obligations which take precedence over the withdrawal.
You receive a PDF record immediately. Please save it — after the block it is no longer available in the portal. A copy remains with us.
You may request new access informally at any time; we activate it manually.
9. Security
The sign-in link is personal. Do not pass it on — whoever has it can see your documents.
We will never ask you for a password by e-mail or phone. There is none.
Should you receive a sign-in e-mail you did not request, please let us know.
10. Questions
For questions about the portal please use the contact details in the portal or write to support@grundei.tech.
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