sharyn.evans8
2 months agoActive Interactor
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...
lachlan.fuller
Iress Contributor
2 months agoHi 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
Advisely Contributor
2 months agoHi Lachlan, has there been any further improvements to portal since our last chat?
Recent Discussions
At last, Reinvented Super & Pension Modelling in Xtools+ has arrived!
Smarter modelling, more flexibility, and way less workarounds. Rollout was originally planned from 13 May to 3 June, however we took on your feedback about the EFY timing and delayed its release f...lana.graham4 hours agoIress Contributor14Views1like0CommentsBest Practice for Managing User Groups
Hi Network 👋 Keen to tap into your collective wisdom on best practice strategies for managing user groups in Xplan. For practices that outsource administration and paraplanning, and need to grant th...michelle.butler.013 hours agoNetwork Navigator14Views2likes1CommentSettings for client access to emails saved as Doc Notes
Does anyone know if or how I can change the standard setting in the client email template so that: Client Access = No At the moment the default is set to yes (as screen shot below) ...rebekah.young4 days agoNetwork Navigator20Views1like2Comments🤓 Xplan Hint: Don’t let yourself be the last to know
Did you know you can subscribe to the release notes in Xplan? If you didn’t know, or if you did know but haven’t bothered yet, you’re missing out! By subscribing, you’ll get an email in your inbox ...courtney.youngblutt4 days agoIress Contributor13Views1like1Comment