Firstly, client have the ability to create and edit the name of a Document Folder but no capability to delete a folder.
Secondly, these Document Folders don't appear to be shared/visible within Adviser's version of Plannr and no controls on the client-side for doing so.
Thirdly, as a general question, would you want clients to create their own folders? For example, as the adviser firm, you might want to take an uploaded ID and then add it to your own internal folder for example, ID & Verification with other records that you don't wish to show to the client? If it's in the client's own folder, you'd then need the ability to duplicate the document?
Please authenticate to join the conversation.
Completed
Feature Request
Client Portal
Over 3 years ago

danielhigginson
Get notified by email when there are changes.
Completed
Feature Request
Client Portal
Over 3 years ago

danielhigginson
Get notified by email when there are changes.