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.

If you have any questions or need a feature walkthrough to maximize the client portal document vault feature, the Advice Revolution Support Team is happy to help. Send us a message at our support email, support@advicerevolution.com.au or conveniently book a 20 to 30-minute Get Help Session to discuss your needs.

Published and updated on: June 21, 2024

Version 1.1

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