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Is there a place in the Client Portal where we can store documentation such as NDAs, Framework Agreements and the likes?

Gonzalo 3 years ago in Client Portal updated by Łukasz Kaleta (Senior Customer Success Manager) 3 years ago 2

It'd be nice to have a place in the vendor portal where we could store documentation. So that it can be checked or referred to if needed...

Answer

Answer
Answered

There is a place for storing any files that you mentioned in client or vendor profiles, but only for internal reference, that is on the Home Portal. Such files are not shared with the clients or vendors through their portals.


You can find it on the Resources > Personal Files tab when in a client profile:


or on the Files&Qualifications > Personal Files tab when in a vendor profile:


Both folders are also accessible directly from the file system on the server, so they can be mapped to a drive within your organization.

*i meant client portal, sorry!



Answer
Answered

There is a place for storing any files that you mentioned in client or vendor profiles, but only for internal reference, that is on the Home Portal. Such files are not shared with the clients or vendors through their portals.


You can find it on the Resources > Personal Files tab when in a client profile:


or on the Files&Qualifications > Personal Files tab when in a vendor profile:


Both folders are also accessible directly from the file system on the server, so they can be mapped to a drive within your organization.