Client Portal

Currently a maximum of two contacts have access to, eg, a company's portal and documents. We have several clients who have administrators or finance personnel, and these need to upload and download documents but not approval rights. I understand t...

If there is a change to the engagement letters, a bulk resign facility will make things easier and quicker then going into each client specifically.

On our previous document repository system, we could see when a client had downloaded a document as a field on the same page and would know that they had at least acknowledged it's existence. Helps with chasing signoffs and client engagement.

We had numerous clients who, when registering for the portal, would not complete the process. They would approve the terms then stop or approve the LoE. We had to amend our emails to ask that they kept going until they had set up a password. Could...

At the moment only the client manager receives an email on the signing of a document, it would be really helpful if more than one person did so that if someone is away there is always a backup.

It would be better if when the client lands into the portal from the email link, that they can see straight away what we have just uploaded for them, either by them clicking on a notifications bell/button, that has a number of 'unread' notificatio...

We are currently working through our client list and getting them signed up to the portal in blocks, we dont currently have the automated email switched on as we want everything perfectly integrated first. When we inivite someone to the portal, th...

When uploading documents to the portal that it goes to all contacts, so all directors etc are notified and then log in to the portal to access the documents. It's annoying that we have to add the second director to the email which has been queued....

Will there be an option added to allow an email address be added to more than one client? We would have several clients who have multiple businesses / companies but would use one contact email address for convenience. The portal registration is no...