Client Access User File Manager

Introduced with the 02-12-2023 ACE release.

How does it benefit me?

Clients can now be given access to their Reports, Invoices and a Documents folder where they can upload, download and delete documents, invoices and reports.

What is it?

File Manager access for client access users.

What do I have to do?

Set "Allow access to Client folders in File Manager" to true in the Client Access User Interface (Setup - User Interface - Client Access)

Provide clients with instructions

1. Select "Client File Manager" from the left sidebar
2. Select a folder and take one of the following actions
   1. Upload files to the folder
   2. Download files from the folder (click the file name)
   3. Select a file using the check box and "Delete"