External access for clients
23
votes
Allow a user’s client to access interviews for specified templates within Advance, so their answers can be used to assemble documents
Allow a user’s client to access documents that have been assembled on their behalf within Advance, so they can review or download them.
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20 May, '19
Moderator AdminHighlighted comment
There are a number of items in our roadmap to support external client access. These include:
1. Client interview links in an email.
2. Interview links on customer web site.
3. Client portal support.
Note that for our public cloud environment there is nothing to stop a customer creating a Work-Group for customer and giving that customer controlled access as it is.