If a client sells a home and has a Closing Statement or other information that was not need in a previous year, there is no "Other Documents" box to upload documents. While you the ability to upload documents on another page, the Client doesn't always know how to do that. I waste countless hours telling them how to upload additional documents.
Thanks for the idea to upload into a sections called "Other documents" with Intuit Link . We are changing the status to "Open for voting".
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. > ProSeries Idea Exchange
That's the nature of the beast. Intuit Link has a very simple UI. At the same time, it lacks the finesse and sophistication you'd find in more developed client portals.
Thanks for the idea to upload into a sections called "Other documents" with Intuit Link . We are changing the status to "Open for voting".
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. > ProSeries Idea Exchange