Client Portal

  • 18 September 2023
  • 1 reply

I have a couple questions regarding the client portal

  1. Is there a way to have old documents that I upload show for the client?
  2. Is there a way for clients to upload documents without a task assigned?
  3. Is there a way to have a generic upload box so I can include it in my email footer for people to upload documents?

1 reply

Userlevel 6
Badge +14

Hi @Lenard Cole,

I believe the answer to most of your questions are no 🙂 old documents that you upload are available for a certain time when a client uses the login to the portal, but not indefinitely that I am aware of.

If you’re looking for a full client portal, the Karbon one is probably not the best choice at this stage (it’s more focused on sharing/requesting documents once, rather than for ongoing access).