Documents view
The Documents view shows the documents stored on the client's contact, portfolios and subporfolios in FA Back.
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To make a document available in FA Client Portal, you need to save it with the "Online" tag.
The Documents view shows the documents stored on the client's contact, portfolios and subporfolios in FA Back.
|
|
To make a document available in FA Client Portal, you need to save it with the "Online" tag.