Back

Post to All Future Clients

Contents

Introduction

Post a File to All Future Clients

Stop Posting a File to All Future Clients

 

Introduction

There are times you want to share a file with all clients. For example, you may have a welcome packet that you want to make sure all new clients receive when onboarded. Instead of having to re-send these files to each new client as they come on board, you can use the Also post to all future clients check box to automatically send the file to new clients via the document vault.

Top of Page

Post a File to All Future Clients

To share a file with all your current clients and send to all future clients:

  1. On the Clients/Client Portals page, select all clients.

  2. In the Actions list, click Post Document.

  3. Add the files and set up the upload as desired. For more information about each option, see Post Documents, Reports and Other Files to Client Portals.

  4. Select the Also post to all future clients check box.

  5. Click Post.

This sends the file to all your existing clients. All future clients will receive this file in their document vault automatically.

Top of Page

Stop Posting a File to All Future Clients

If new clients keep unexpectedly receiving old files, there may be a Post to All Future Clients still active for an outdated document. To stop new clients from receiving old files, you can do either of the following:

Top of Page