← IDEA LAB Settings and activity 1 result found File Organization in Donor Portal 97 votes Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Vote We’ll send you updates on this idea 12 comments · CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Proposed Idea · AdminSkye Weber (Admin, Foundant Technologies) responded An error occurred while saving the comment Kristin Jablon commented · May 17, 2022 · Edit… · Delete… It would be great if the same categorization that we use for our funds can also be shown in the client portal files tab for shared documents. This would help the files tab become way more useful and easy to understand instead of a long list. Save Submitting... Kristin Jablon supported this idea · May 17, 2022
Kristin Jablon
supported this idea
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Kristin Jablon
supported this idea
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It would be great if the same categorization that we use for our funds can also be shown in the client portal files tab for shared documents.
This would help the files tab become way more useful and easy to understand instead of a long list.