Skip to main content

Hide Contact Documents

Hide My Documents section for corporate contacts based on setting. Allowing for clients to use a tidier UI and means they aren’t seeing an empty list without any context. Also means that a User can decide whether to send files directly to an individual, or only to a business that the individual can upload to. Prevents files from being uploaded to the wrong location which could pose a potential data risk.

Reqirements​

Functional​

  • Hiding the My Documents section for non-client individuals when a site setting is enabled.

Components​

Accountancy Portal​

  • Settings
    • Feature/HideMyDocuments

Portal Records​

  • Site Setting
    • Feature/HideMyDocuments
  • Web Template
    • Contact Documents - Contact

Accountancy Portal Flows - Core​

  • Cloud Flows
    • Feature - HideMyDocuments - Cascade Settings
    • On Environment Value Change - Cascade Changes

Usage Notes​

  1. To create a contact navigate to Contact Requests on the left.

    Picture 1

  2. Set portal contact to No, set the owning team to any team that’s not a Trusts or R&D.

    Picture 2

  3. Populate the rest of the fields and then click Save & Close.

    Picture 3

  4. Navigate to contacts and find the new contact that was created send a personal invitation to the contact and click the link.

    Picture 4

  5. Once the link has been clicked it should display the portal username and password. Populate the fields and then click register.

    Picture 1

  6. Once the button has been clicked it should display the portal and the Documents tab on the top should be hidden.

    Picture 2

Testing Advisory​

Portal​

  • For an individual that’s not a Standard Client and US Tax, ensure hide my documents tab is not visible.