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 deleted: If a task related to a document is deleted, the corresponding document will also be removed from the vault.


Deleting a Document
1. To delete a document, simply click the trash icon located in the download column.|

Deleting a Task

1. Locate the task you want to delete.

2. Click the trash can icon located next to the pen icon.

Important Note
1. Deleting a task will also remove any associated documents from the vault.

Need more help?
For questions or clarifications, 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 on June 9, 2024
Version 1.1

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