Share a Note/File
When writing a note in Salestrekker (Deal View), users can share the same note with the client. Simply click on "Share on Client Portal" button prior to saving the note.
Note can be share even after it is saved by clicking on the same button next to the note. If it is enabled in Settings > Client Portal, shared note will be emailed/SMS'd to the client as well.
Similarly, Files (Documents) can be shared with the clients.
Request Documents
In order to utilize this feature, the Client Portal must first be shared with the client(s).
User can send checklists of necessary documents to their clients, that can be uploaded through the Client Portal.
In Deal View, go to Required Documents tab. You can request individual files or a list of templates of the required docs.
Simply select list template that you need, and click on "Request" button, at the bottom of the page. That way your client will get an email with a link to Client Portal, where requested documents can be uploaded.
If you do not have a template list of required documents, then you'll need to create them. Here is the article on creating document lists > Creating required document templates
You can also request a single document by clicking on "Add single required document".
The sent checklist will be visible in your deal, under the "Documents" tab.
Also, there you can find a list of all of the requested documents, and see whether they have already been uploaded or are still pending.
How Clients can upload and submit requested documents in Client Portal
When you request supporting documents, client will get an email with a link to log into the Client Portal and upload the documents.
After logging in via this link, they will open the main dashboard of the Client Portal from where they can choose one of two ways to open their documents tab and upload the required:
By clicking the "See Documents" button on the "Documents Required" dashboard element
Or by clicking on the "Documents" button on left side menu
Next step is to click on upload > choose document > save/open.
Request Bankstatements
In addition to scanning and uploading documents, users have the option to ask their clients to upload six months worth of bank statements from their Client Portal through the use of our integration with bankstatements.com.au
Instructions for setting up your Bankstatements integration can be found here.
When logged in to Client Portal, clients will see Bankstatements button when opening the "Documents" tab from the left side menu.
Once they click on the "Open" button, a new portal will open where clients need to enter their credentials for the bank they are requesting statements from.
When the process of ordering statements is completed, statements will show up in the deal under "Documents" tab.
Bankstatement requests are valid for 5 days (120 hours) from sending.
If client couldn't complete the request in this time, please send them a new one.