Hello everyone! Many of you have raised requests for improved Client Document Visibility in the Client Portal.

You are now able to switch on the document folders for, Cases, Plans and Conversations within the Client Portal.

Within Settings go to Custom Default Folders where you will see the option to 'show pseudo folders in client portal?'

Please Note By switching this on then all documents in these folders will be visible to clients so if there are any documents that you do not want to share you will need to create a separate folder without the read / write permissions.

Currently this will need to be done on a client by client basis, although coming soon will be the ability to enable the Default folders for clients already created.