Maximizing the Client Portal Document vault for Long-term Storage
The Client Portal Document Vault offers a secure and long-term storage solution for all the documents you and your clients upload. These documents will remain accessible indefinitely unless you, the adviser, choose to delete them.
It is important to remember that if a document is linked to a specific task in the client portal, and you delete that task, the associated document or file will also be removed in the client portal document vault.
We recommend maintaining an open communication with your clients regarding document storage and deletion.
Need more help?
If you have any questions or need a feature walkthrough to maximize the client portal document vault feature, you may send us a message at support@advicerevolution.com.au. Alternatively, if you want to book a 20 to 30- minute Zoom discussion with our team, kindly use this calendar to book the session.
It is important to remember that if a document is linked to a specific task in the client portal, and you delete that task, the associated document or file will also be removed in the client portal document vault.
We recommend maintaining an open communication with your clients regarding document storage and deletion.
Need more help?
If you have any questions or need a feature walkthrough to maximize the client portal document vault feature, you may send us a message at support@advicerevolution.com.au. Alternatively, if you want to book a 20 to 30- minute Zoom discussion with our team, kindly use this calendar to book the session.
Published and updated on: June 21, 2024
Version 1.1
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