External access for clients

22 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.

Done Suggested by: Moderator (21 Jun, '18) • Upvoted: 13 Jan, '23 • Comments: 1

Comments: 1

20 May, '19
Moderator Admin
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.