sharyn.evans8's avatar
sharyn.evans8
Active Interactor
5 months ago

Using Xplan Client Portal as a Document Vault

Hi All,

I'd be interested to know if any other practices are using the Xplan Client Portal as a Document Vault for clients to upload important documents such as Wills, PoA's etc?

Our clients love the ability to upload documents via the portal, but it doesn't appear that there is any flexibility to "tag" or categorise a file note once it has been uploaded in the same way we can in the back end of Xplan. 

Are other using it in this manner?

Is Xplan looking at developing a Document Vault as many other CRM providers offer?

We've also had feedback from clients that it is now hard for them to search or filter for different types of files\messages we have sent them via the portal and they can't mark them as read or move them into an "actioned" folder like they would like to.

Would love your thoughts on both of the items above.

client engagement

6 Replies

  • sharyn.evans8's avatar
    sharyn.evans8
    Active Interactor
    5 months ago

    Thanks lachlan.fuller​ - where can I get more information about the segregation of file notes & custom folders within the portal - I'd like to explore this further

  • sarah.burke38's avatar
    sarah.burke38
    Active Interactor
    5 months ago

    Hi,

    We are also interested in this, we have stopped using the portal so much due to the client experience not being so great. 

    Thanks

    Sarah 

  • lachlan.fuller's avatar
    lachlan.fuller
    Icon for Xplan Product rankXplan Product
    5 months ago

    Hi sharyn.evans8​ ,

    Currently the Documents and Messages section of Client Portal does not support tagging however it is one of a number of items we are considering to add to this area.  You do have the option of segregating notes and their attachments into custom folders which allocate based on the file note type.  You can create a mapping that suits you.

    I've added your comments to you internal enhancements register for consideration.

    Regards

    Lachlan

    • luke.watson3's avatar
      luke.watson3
      Icon for Advisely Contributor rankAdvisely Contributor
      5 months ago

      Hi Lachlan, has there been any further improvements to portal since our last chat?

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