Documents can be uploaded into your clients' portals by anyone who has access and permissions to do so.
Once a document has been uploaded , it is easy to identify who uploaded or created this document in the portal.
To view the document creator:
1. Navigate to the Uploaded Documents section of your Partner Portal. The 'Created by' column will display who uploaded the document to a client file. You will see individual staff as well as member names that have completed the upload.
2. To view documents uploaded by a specific staff member, use the Filter by Staff Creator option. Select the staff creator and click Apply Filter.
Notes:
1. If a staff member or portal member leaves, the name will display as 'Deleted member'
2. Clients will only be able to see the firm name ( not individual staff names) in their portal.
3. Only documents uploaded post March release will show who uploaded the document. Previously uploaded documents will show as "Data not available"