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Categories Client Portal
Created by Guest
Created on May 9, 2023

Allow ex-clients to access portal

It would be useful for ex clients marked as no longer acting to still be able to access their documents in the portal. A new field of where a reminder comes up for automatic archiving after a user defined global time period (e.g 3 years). This would help with professional handover too.
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  • Guest
    May 18, 2023

    I just had this, I would like to also set a time limited i.e on month so I do not need to return to disable the portal