Allowing access to existing portal documents to new (client) portal users
When we add say a new director to access a company's portal, we need them to be able to access documents uploaded and stored for the other directors (say sets of accounts going back 2-3 years). Currently, we have to upload the document again, thus storing more than one copy of the same file.
It would be useful to say, tick the documents from the documents dialog in Message Centre, then send Message to the new director/user with those EXISTING documents attached so avoiding the duplication.
6
votes
Simon Holyland
shared this idea
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Cara Cole
commented
This is a great idea and necessary for us, it would save a lot of time and keep the clients happy.