AdvisorEngine Client Portal Document Sharing
Firms that have the AE Portfolio Manager product can share documents to clients directly from the CRM or see documents the client has uploaded to their client portal.
Prerequisites:
- The AdvisorEngine Wealth Platform/CRM Integration must be enabled.
- The AdvisorEngine Client/Record Sync must be enabled.
- Records that you want to see/share documents with must be matched to Clients using the above sync.
Sharing a File to the Client Portal
Sharing a file is done from the Documents Workspace or the Documents section of any given Record.
- Navigate to the Document Workspace or Documents section of a Record.
- Locate the document you need to share to the client portal.
- Click the more menu
under the Commands column and select .
At this point the checkbox in the Shared with Client column is checked.
The client can access and view the document from the Documents section of their Client Portal. The document title will have “Advisor shared -” appended to the start of the file name.
Removing a Shared File from the Client Portal
To remove a file from the Client Portal view without deleting it, repeat the above process, selecting from the more menu of a shared file.
Checking Which Files Are Shared
With the integration enabled, all document workspaces have a column avalible named Shared with Client. The checkbox state denotes if the file is shared or not. This column can be searched and filtered like any other column if needed.
Viewing Client-uploaded Documents
If document upload is enabled for clients in the Portfolio Manager, any documents they upload to their Client Portal will automatically show in their CRM documents with a Description of “Uploaded from Client Portal” and the Shared with Client checkbox selected.
Client-uploaded documents have different options in the more menu . Users in the CRM can edit the properties, download the file, or delete it. Deleting the file will also remove it from the Client Portal.
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