How to let clients download their financial sheet
Firms can allow Client Users to download a copy of their Financial Sheet directly from the client portal. This makes it easier for clients to review or share their financial information without needing your team to export it for them.
- Go to Settings → Customization → [Questionnaire Name], then scroll to the bottom of the Setup tab.
- Toggle on the option Allow client to directly export the financial sheet, and click Save.
Once enabled, clients will see a Download button in their Financial section and can export their own data as an Excel file.
Frequently Asked Questions
Is the download enabled by default?
No. You turn it on per questionnaire with the toggle Allow client to directly export the financial sheet, at the bottom of the Setup tab under Settings > Customization.
What format does the client receive?
An Excel file with their own financial data, downloaded through the Download button in the Financial section of the client portal.