Client Documents & Folders

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?

Area of the system
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Upvoters
Status

Completed

Board
πŸ’‘

Feature Request

Tags

Client Portal

Date

Over 3 years ago

Author

danielhigginson

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