How do I add custom tasks into my client’s portal for disclosure?
It is quick and easy to add certain disclosure tasks into the client portal that are specific for each client and their matter. This can be done from your matter dashboard as follows:
- Ensure you are working in the interactive balance sheet.
- On the right hand side of the screen there are certain numbers attached to each asset, liability and superannuation fund. When you click on the relevant number, a pop up will appear showing the tasks for that specific item.
- Click on ‘’Add’’ and then describe the document needed for that item
- ‘’Save’’ before you exit.
