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Documents

The Documents view shows the documents stored on the client's contact and portfolio in FA Back.

Show client documents

To make a document available in FA Client Portal, you need to save it with the "Online" tag.

Set up document categories

To set up document categories and show them in FA Client Portal:

  1. Define document categories and assign them to documents:

    1. Go to Preference → Tags → Document tags in FA Back. Add a single-select tag group named "Document type" with tags per document category. For example, "Agreements", "Performance reports", and so on.

    2. Assign the tags you created to the documents in FA Back: right-click the document name and choose Modify document. Type "Document type-<category name>" in the Document tags field. For example, "Document type-Agreements".

  2. Define the order in which you want to display the sections in Fa Client Portal. Specify it in the FA Client Portal translation file in the source code by adding a number before the section name. For example:

       "documentsPage":{
      "title":"Documents",
      "noDocuments":"No documents are available",
      "name":"Name",
      "date":"Date",
      "download":"Download",
      "type":{
         "performanceReports":"1Performance reports",
         "Announcements":"2Announcements"
      }
   }

    The numbers are removed when the document section name is shown in FA Client Portal.

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