How to upload a document for clients to see in their document vault?

How to upload a document for clients to see in their document vault?

Uploading client documents to the client portal document vault, even if no action is required from the client, can be done by uploading them as an "Education"-type task. This will make the documents accessible to the client in their document vault, without requiring any action from them.

Here's a step-by-step guide to uploading documents as a an "education"-type of task:

1. Open the client page from the adviser portal and click on the "Create Task" button.



2. Fill in the task details:

Task Name: Enter a descriptive name for the document/task.
Task Type: Select "Education" as the task type.
Category: Choose "General" as the category.
Description: (Optional) Provide a brief description of the document you are uploading.
Owner: Select the owner, which determines who will see the document in their client portal document vault.
Priority: (Optional) Set the priority of the task, such as High, Medium, or Low.
Due Date: (Optional) Specify a due date for the task if applicable.

3. Upload the client document. Click on the "Upload" button and select the document from your computer.


4. Once the document is uploaded, click on the "Send to Client" button. The client will not be notified about the new task.

5. Change the task status by going back to the client page and check the "To-Do's" section. The new task should appear under the To-Do's list.


6. Click on the pen icon next to the task to edit it. Scroll down to the "Task Status" section.

7. Mark the task as done. Since no action is required from the client, you can mark the task as done immediately.



8. Save the changes by clicking the "Submit" button.

Completing this step will remove the task from the client's active To-Do list, but the document will remain visible in their client portal document vault.