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

sharyn.evans8

Active Interactor

2 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

courtney.youngblutt

Iress Contributor

2 months ago

Hi sharyn.evans8, the Community has this article on Custom Message Folders . You'll need to send through your custom folder names to Iress to set up but then you can use it similar to how you can Mark a message as "Important". Hope that helps - let us know if this works for your use case or if you have any questions!

sarah.burke38 - might be useful for you too?