Client Portal Checkboxes | Feature Requests

Client Portal Checkboxes

under review

Lucy Moore

Several clients have expressed that the client portal would be more user friendly if they could check mark completed tasks. This way they would not have to provide a written response (ex. I ask them to download a file from the portal and to comment "Done" to mark the task as completed).

February 24, 2022

Michele Martinek

This would be amazing! We use non transaction questions a lot for items that aren't really questions but that the client needs to see. It would be super helpful if the client were able to close out those items when they've seen them instead of having to physically respond each time.

Christie Butler

We would love this feature as well!

Shana Murraywolf

marked this post as

under review

Shana Murraywolf

marked this post as

discussing with author

Hi Lucy - once a client uploads a file the question should automatically moved to the "Answered" tab and essentially be considered complete on their end. The only time they would need to respond "Done" would be if they did the task outside of Keeper and want to indicate that it's complete. Do you still want the option to mark a Question complete from the client portal?

Lucy Moore

Shana Murraywolf: yes the checkbox would be for when a file is being downloaded by the client not uploaded by them.

Shana Murraywolf

Lucy Moore: Oh I see! Okay thanks for clarifying. This is certainly something to consider adding.