Deleting Client Documents from the Adviser Portal
Clients does not have the ability to delete documents they've previously uploaded. Only advisers have the ability to delete the uploaded documents from the client page in the adviser portal. Here's how you can delete a client's document in the adviser portal.
Step 1: Navigate to Client Documents
1. On the Advisor Home Page locate the client for whom you want to delete documents.
2. Click on Status and Tasks for that specific client.
Step 2: Access Client Portal Summary
1. You will be directed to the Client Portal Summary page. This page displays information related to the selected client.
Step 3: Locate the Documents
1. In the Client Portal Summary, scroll down to the bottom of the page and find the Client's Documents section.
Step 4: Identify and Delete the Document
Step 4: Identify and Delete the Document
1. Identify the document you wish to delete. Next to the document, you will find a trash or bin icon 
. Click on it to delete the document.
Important Note
1. Deleting a document in the Advisor Portal will also remove it from the client's Document Vault within the Client Portal.
2. To ensure you don't delete documents accidentally, always confirm with your client beforehand.
1. Deleting a document in the Advisor Portal will also remove it from the client's Document Vault within the Client Portal.
2. To ensure you don't delete documents accidentally, always confirm with your client beforehand.
Need more help?
For questions or clarifications about document uploads in the Adviser portal, you may send us a message at support@advicerevolution.com.au. Alternatively, if you want to book a 20 to 30-minute Get Help session with our team, kindly use this calendar to book the session.
Published on: June 25, 2024
Version 1.1
Related Articles
Setting Up the Client Portal Account (A Client Guide)
Easily collect Fact Finds, tasks, and documents from clients by sending them a Client Portal invitation. Once sent, your clients will receive an email to set-up their own secured client portal. Access Your Client Portal: Step1 : Locate the Client ...How Can Clients Complete a SMART Goal Task in the Client Portal?
At Advice Revolution, we are committed in helping you and your clients collaborate on setting SMART goals for the new financial year. This guide will walk you through how to clients can use the client portal task in creating their own SMART goals. By ...What Are the Benefits of Shared Access for "Couple" Clients?
When an adviser sends a separate client portal invitations to a couple, both partners can still see each other's tasks. This means any updates a client makes will be reflected in real-time on the other's portal. Benefits of Shared Visibility: 1. ...Preventing Accidental Client Document Deletion
To ensure client information remains secure, it's important to exercise caution when deleting documents from their page. Any document deleted here will also be removed from the client's Document Vault in the Client Portal. To avoid accidental ...How Long Do Uploaded Documents Stay in the Document Vault?
Documents uploaded to the Client Portal vault by clients will remain there indefinitely unless: 1. You, as the advisor, delete them: To delete a document, simply click the trash can icon located in the download column. 2. The associated task is ...