Ability to have some documents available to clients in their Portal



1 comment

  • Official comment
    Patrick Vernallis

    Hello Randy, 

    Thanks for submitting this feature request! Integrating your B4T File Storage and managing client's access to these files via the Client Portal is currently on our development to-do list. We hope to begin bringing these features online in mid 2019. Stay tuned here, or check out our Release Notes blog for future details about the document sharing functionality. 

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