Can I share the documents with clients?
Yes, you can share a document with a client. When upload documents, you will see a checkbox Share with client which once checked, will show the document in a document report shared with a client.
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Portfolio governance, capacity and financials in one system of record.
A scoring framework for shortlisting portfolio management tools.
Yes, you can share a document with a client. When upload documents, you will see a checkbox Share with client which once checked, will show the document in a document report shared with a client.