Upload documents to Invoice and Voucher tabs on fund portal
Can you please allow us the capability to upload scanned or saved documents to be viewed in the Invoice and Voucher tabs on the fund holder portal? Right now the only place we can upload documents for the fund advisor to view is in the Files tab.
6
votes
Jennifer Clark
shared this idea
Due to the release of the Portal in the sandbox (August in Live sites), requests related to the legacy fund advisor system are being moved to not planned. Foundant plans to sunset the legacy fund advisor portal on 4/1/2025.
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Susie Interiano commented
I agree! Let's make the tabs already there, functional! Thank you, Jennifer!