How to let the client upload statements to the financial inventory?
Clients can use the financial section on your questionnaire to build up an inventory of their assets.
The below steps show how you can set up DecisionVault to prompt the client for files related to these assets from inside the asset inventory.
Steps:
- Turn on files request for a category
- The client can now upload files
- You can review the assets and uploaded files from the Matter Detail screen
Turn on files request for a category
Go to Settings > Customization, open the questionnaire, and select the Financial tab:
Scroll down and open the category you want to change. Turn on File Upload Prompt and set the header or label the client will see:
The client can now upload files
When the client adds an entry under the category - now they have the option to provide files:
Clicking "add" allows them to upload files:
How to download/review the files?
You can download and review the files from the "Financial" tab on the Matter Details screen:
Frequently Asked Questions
Where do I find the files my client uploaded?
On the Financial tab of the Matter Details screen. Each asset entry shows its uploaded files, and you can review and download them from there.
Can I ask for statements on some categories only?
Yes. The File Upload Prompt is turned on per category, and each category gets its own header or label, so you can request statements for bank accounts but not for vehicles, for example.
What does my client see?
When your client adds an asset in that category, the questionnaire shows the file prompt with the label you set. They click Add to upload their files.