At Advice Revolution, we understand the importance of building strong relationships with your clients. Our Client Portal Document Vault, along with the powerful Tasks feature, is designed to promote collaboration between advisers and clients.
This article will guide you through utilizing the Tasks feature to effortlessly upload, download, and share documents with your clients, along with a preview of how the Client Portal Document Vault provides secure storage for your clients critical documents.
Step 1: Navigate to the Client's Portal Summary Page
1. In the Client List of your Adviser Home Page, locate the client you want to create a task for.
2. Click on the Status and Tasks.
Step 2: Start a New Task
1. Click the Create Task button to begin the task creation process.
Step 3: Provide Task Details
1. Task Name: Give your task a clear and concise name.
2. Type: Select the appropriate task type (e.g., Document Request, Follow-up, Meeting).
3. Description: Add a detailed description of the task to provide context for your client.
4. Owner: Assign the task to the responsible party (yourself or a team member).
5. Priority: Set the priority level of the task (e.g., High, Medium, Low).
Step 4: Attach Documents and Guides
1. If necessary, attach any relevant documents or guides to the task.
Step 5: Save Changes
1. You can save this task as a template if you want to use it with other clients.
2. Hit Send to Client to save.
Important Notes:
1. Create Templates: For recurring tasks, save the task as a template to reuse it for future clients.
2. Track Progress: Monitor the status of tasks and make necessary adjustments as needed.
3. Utilize Comments: Use the comments section to provide additional context or discuss the task with your client.