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...
sharyn.evans8
2 months agoActive Interactor
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 agoHi 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?
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