Client Portal File Access Options
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Shana Murraywolf
Merged in a post:
Client Contact File Permission based on Folder/Section
Chad Pues
For firms creating custom financial reports (and other sensitive docs) outside of Keeper and then uploading to Keeper for their clients, it would be helpful to be able to specify which client contacts have access to those
specific
folders. Put another way, I might want my client's admin to have "File Access" to view/interact with certain documents in the Portal, but I don't want them to have access to certain sensitive docs that I might want to share with other client contacts.
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Stephanie Sario
In short, assign custom folders to contacts :)