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Making Your Client Portal Documents Available to Vendors
Making Your Client Portal Documents Available to Vendors

This article is for admin and TC roles only.

Alex Masterson avatar
Written by Alex Masterson
Updated over 8 months ago

Vendors can only interact with document folders that you give them access to. To give vendors access to a folder, an admin needs to do the following:

  1. Log into Client Portal.

  2. Go to Admin > Documents.

  3. In-line with a folder, click the orange pencil button on the right. This opens the Edit Folder window.

  4. Click the Vendors checkbox. (Make sure the box is checked.)

  5. Click Submit. Now vendors have access to the documents in this folder.

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