Organizing and Securely Storing Client Files in the Client Portal Document Vault

Organizing and Securely Storing Client Files in the Client Portal Document Vault

Peace of mind and easy access go hand-in-hand with Advice Revolution's secured client portal document vault.  This centralized location allows you and your clients to conveniently store and retrieve important financial documents anytime, from anywhere. 

Whether you're ensuring compliance, or keeping files organized from the previous financial year, the document vault fosters a secured and efficient workflow for everyone involved.  This article will guide you through maximizing this feature to prepare a smoother and more organized financial planning experience.






Here are the simple steps to organize a client's file:

1. In the Client Portal Summary Page of a client, click on the Status and Task button.
2. Choose Create Task.
3. Enter the Task Name.
4. Select Education as the task type. This task type is ideal for situations where the client's primary responsibility is to review the documents.
5. Choose General for Task Category.
6. Add a short Description for the task.  Since the client's only action required is to acknowledge receipt of the document(s) in the client portal.  Simply instruct them to click the "Complete" button upon reviewing the document(s).
7. Select the client who owns the files you want to upload..
8. Set the Priority to High, Medium, or Low.
9. Decide on the task's Due Date.
10 Attach any necessary documents.
11. Add a task guide if needed.
12. Once it's ready, click Send to Client. Your clients will receive a notification about the documents you've sent as tasks, informing them to access it through the client portal. Your client will also receive reminders as the due date approaches.  You'll then receive an email when they acknowledged/completed it.

For questions or clarifications about maximizing the client portal document vault, 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 26, 2024
Version 1.1

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