Client Portal - Able to Delete Downloaded Documents
There is currently no way for a client to delete documents that they have downloaded on the client portal (from a SafeSend Exchange email). If they download the document multiple times, they cannot delete the duplicated documents listed under the Direct Download dropdown. Please add an option to delete downloaded documents.
Comments
Also for the client to be able to move documents to different folders. We have clients that put documents in the current year folder instead of the tax year folder.
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