Fulcrum Property Tax Advisory: Client Portal Docs

Files

Files

  • Admins can see and search over all files from the Files tab in their primary navigation.
  • Users can drag and drop their files into the file upload box, or click in the box to access a file picker.
  • Note that users must take two actions: specify what file to upload, then click the ‘upload files’ button.
  • A user must be linked to a client account to upload files. This will always happen if a user is invited to the portal through the Client-Edit invitation workflow.

file uploads

How do we handle deletes?

  • If a file is deleted, it is removed from the data store. There is currently no backup, so it is gone.
  • If a user uploads a file, and the user is deleted, the file remains owned by the client account. Other client users will be able to see and handle the file.
  • If a client is deleted, all the users, and all the linked files, are deleted.