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.






Step 1: Access the Client Portal
1. Log in to your account and navigate to the specific client's profile.

Step 2: Create a New Task
1. In the Client Portal Summary Page of a client, click on the Status and Task button.
2. Select Create Task to initiate the process.

Step 2: Define Task Details
1. Enter the Task Name: Give the task a clear and descriptive name (e.g., "Review Important Documents").
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: 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).

Step 3: Assign the Task
1. Ensure the correct client is selected.
2. Set the priority (High, Medium, or Low) based on urgency.
3. Specify a due date for the task.

Step 4: Attach Documents
1. Click the Attach Files button and select the documents you want to send.

Step 5: Add a Task Guide (Optional)
1. If necessary, include additional instructions or context in a task guide.

Step 6: Send to Client
1. Once you're satisfied with the task details, click Send to Client

Post-Sending Actions:
1. Client Notification: The client will receive a notification and an email about the new task, prompting them to access the documents in the Client Portal.
2. Reminders: Automatic reminders will be sent as the due date approaches.
3. Acknowledgment: You'll receive a notification once the client acknowledges or completes the task.

Need more help?
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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