Integrate Missing Info into portal

16 votes

Instead of giving clients folders in the portal, can we have slots for missing info documents? We have had no end of confusion with folders, but if a client logged in and saw a list of missing documents and a little button for "Upload now" that integrated with missing info, it would be so simple.

On the back end, when downloading the documents from the portal, our admin staff will be able to see that documents were uploaded by clients to fulfill missing info, and confirm missing info received.

The idea is to remove as many steps from the missing info process as possible.

Under consideration Suggested by: Max Upvoted: 08 Jan Comments: 0

Comments: 0