Portal

An enhancement request for this would be to allow the client to select which year to upload the documents for because the rule is not always the case every time.

When uploading a document from the portal Dopkins would like the Optional Notifications and Notes to be removed from the upload window.

Summary/JIRA Heading: Email| Email History | Client would like wording added back to the Email History page. Reporting Environment, Version, Tested User: Live 4.1.4 Current State: Per the client - "When viewing an uploaded file’s File History wind...

From Toukan Request: We want the ability to attach files to the request items - for audits- this includes examples of last years response or templates to complete.

Before the update it would link the contact when you added that entity to the contacts portal. Can I request that you bring that feature back? Now we’ll have to do extra steps to have the contact linked. Thanks!

I would like to be able to pull the published link of the user that I am publishing it to. I have access to the published link to the entity I am sharing from. However, the end user who gets the published document, I cannot see or reference the ur...

When a file gets published to a portal, it would be nice if the file expiration date was shown in the file history entry at the time of publishing. Likewise it would be nice if an entry was created in the file history when the file drops out of th...

On client portal, several of our clients have been confused by the fact that upon login, the first screen they are on is the submit files screen. Our clients are more often logging in to see files that we have sent to them and they are not realizi...

Clients would like notifications/reminders to be more customized. Instead of just going out once, maybe give a reminder a week before something is due, then another one 3 days before and then another everyday until the document is received. Client...

Enhancement, allows users to set their preferences when they log into their Portal to have the first page that appears be eitherSubmit Files Publish Files Request Files Clients often are not able to locate files due to looking into the incorrect n...