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Home > Data Dictionary > P > Post Files to Clients With Access to All Accounts/At Least One Account Associated With the Group
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Post Files to Clients With Access to All Accounts/At Least One Account Associated With the Group
Use this document posting setting to determine which clients receive files based on the level of account access the client has.
Choose All accounts to post more narrowly. With this option, a client has to be able to see all accounts in the Household or group in order to receive the file.
Choose At least one account to post more broadly. With this option, a client who can see just one of all the accounts in a Household or group will receive the file.
When you post a file from the Accounts page, this field is called Post reports to clients with access to all accounts/at least one account contained within the report.
For more information about posting files from the Accounts page, see Post Documents, Reports, and Other Files to Client Portals.
For more information on using Post From FTP, see Post From FTP (Auto-Post) to Client Portals.