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The same question was raised in the FB group but it doesn't seem like it is functional yet. The article refers to a Documents screen but that exists only in the legacy Intuit Link portal and not in the Intuit Link drawer within PTO. Will call out to Austin and see if he is able to offer any insight.
@IntuitAustin Hi, Austin, would you know when the new function will be available? Thanks!
11 months later.....any update on this?
We would like to send out a mass/bulk upload of our client packet to all of our active Link clients. Having to upload each one for over 3,500 clients is very very tedious and time consuming task. Is there an available option for this yet?TIA!