Files in the Client Portal
Any file that lives in Keeper can also be made visible in the Client Portal.
Files Access
If you want your Contacts to be able to see files in the Client Portal, make sure to enable Files Access for them.
Adding files to the Client Portal
To make a file visible in the Client Portal, click the eye icon next to it (make sure it doesn't have a line through it).
Organizing your files
When you make a file visible in the portal, it is organized in one of three ways, depending on what type of task the file is attached to in Keeper:
Closing tasks
If the file is attached to a closing task, it is organized by section, then task name, then close year. So for example, if you reconcile two accounts in your Account Reconciliation section, your folder structure will look like this:
Non-closing tasks with tags
If you attach a file to a non-closing task that has a tag, the folder will be named for that tag. So all of your payroll documentation can be organized in one folder:
Non-closing tasks without tags
If you attach a file to a non-closing task that does not have a tag, it will show up in a special folder called Other Files.
For this reason, if you just want to add some files that your client will be able to access, we recommend creating a catch-all non-closing task:
Client Uploads Inbox
If your client has any files that you haven't explicitly asked for, they can just drag and drop them into the files upload inbox!
Once they upload a file, you'll see it in your Client Uploads Inbox report in the Client Questions section of your close. From there, you can transfer it to any task, transaction, vendor, or question as needed.
Best Practices: Supplemental Reports
If you have additional reports that you deliver to your clients beyond the monthly Management Report, here's what we recommend:
- Create a new section in your close called Reports
- Create a new task called Additional Reports
- Add the files there every month.
Then, you'll get a folder structure that looks like this:
