Client Uploads sometimes only appear on Contact page
complete
Tariq Soliman
From Zach Alexander:
"I hope all is well. I have been encountering the same issue on clients where they are informing me via email that they have uploaded documents (because there is other notification by the portal that they actually upload items unlike canopy) but the documents aren’t showing up on the portal. I must take the side of the client here and assume they uploaded their documents. I was hoping that it was a one-off issue but I’m seeing this across multiple clients"
It looks like we need to troubleshoot a few clients to see if this is a client issue or a product issue but Zach is quite confident that the clients are uploading the documents properly. Let me know if I can loop Zach in with anyone to troubleshoot this further.
Lena Malkhasian
updated the status to
complete
Hi all - We're live with a two prong solution to this issue:
1 - When clients upload files to their Documents rather than an engagement, we're asking them which engagement that file is uploaded for so it's tagged correctly and shows up on your view of the engagement page.
2 - We've added a toggle on the engagement page that allows you to toggle between engagement files and all client files so you don't have to navigate to the contact to see any additional files.
Additionally, in the next day or so, we'll communicate a full list of clients who may have uploaded files in this way so that you're aware of any files you may have missed.
Thanks!
Lena
Dwight Clancy
updated the status to
in progress