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...

client engagement

lachlan.fuller

Iress Contributor

2 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

Advisely Contributor

2 months ago

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

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