To upload documents, clients can follow the step-by-step guide provided below.
In the platform, both clients and advisors have the ability to upload and view documents. When visibility is enabled, clients can see the documents uploaded by their advisor, and vice versa.
When it comes to uploading documents, clients can easily do so by following these steps:
Accessing the Upload Feature: To upload documents, clients simply need to click on the 'Upload from my Computer' button located on the right-hand side of the page.
File Selection: Once the button is clicked, clients can select a file from their computer. They will then be prompted to specify the purpose of the document, its file type, and its expiry date before saving and uploading it.
Adding Multiple Files: Clients also have the option to upload multiple files by selecting 'Add Another File' before completing the upload process. This ensures a seamless document sharing experience between the client and advisor within the platform.
After the document is successfully uploaded, clients can navigate to the left side of the page and click on the 'Inform Advisor of Updates' button.
This action triggers a notification to the advisor, both through email and within the platform's notification system (accessible by clicking the bell icon). The advisor is informed that the client has uploaded a document and is given the option to view it.