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Copy Portal message to Document Manager in AE
Hi when I send a client his tax return on the Portal, I generally put a LOT of information in the message, you know, the arse-covering stuff I have to put in the letters nowadays to keep the accounti...
Hi Brendan1968
The information you add to the description field, when you publish a document for signature is retained in the Portal task. The task information can be reviewed at any time.
If you wish to store this information in Document Manager (DM) you would need to manually copy it from the Portal via Ctrl C and then create a filenote in DM and paste Ctrl V in the information.
Document Manager users also get a link created under their client in DM which will open the signed portal document.
Once the task has been approved and lodged (if required), site usually mark the Task Completed. The Open task screen then only shows task that sites need to chase.
