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Client Views - Document Vault Page

Contents

Introduction

The Document Vault page for a client view contains all the documents you've sent to a client and all the documents he or she has sent to you. The page looks very similar to the Document Vault page you see when you sign into Tamarac Reporting, except that documents can't be deleted on this page. Clients can upload documents, however, if you allow it.

For more information on the document vault, see Introduction to the Document Vault.

Upload Restrictions

For security, neither advisors nor clients are allowed to upload the following common file types, among others, to the document vault:

• .zip

• .html

• .exe

• .rar

• .dll

• .bat

• .asp

• .aspx

• .php

Customizing the Document Vault for a Client View

To customize the document vault for a client view, follow these steps:

1. On the Client Reporting menu, click Client Views and then click Reports / Pages.

2. In the Report and Page Types list, click Document Vault.

3. Type a name for the Document Vault page.

4. Choose which permissions you want to grant by selecting the appropriate options:

   

   • Allow Clients to Post Documents

   • Allow Clients to View Folders

   • Allow Clients to View Labels

5. Click Save.

Delete a Document Vault Page Client View

To delete a Document Vault page client view, follow these steps:

1. On the Client Reporting menu, click Client Views and then click Reports / Pages.

2. In the Select a Report or Page list, choose the document vault page client view you want to delete.

   

3. Click Delete.

Copy a Document Vault Page Client View (Save as New)

To make a copy of a document vault page client view, follow these steps:

1. On the Client Reporting menu, click Client Views and then click Reports / Pages.

2. In the Select a Report or Page list, choose the document vault page client view you want to copy.

   

3. In the Name box, type a unique name for the new page and then click Save As New.

Assign a Document Vault Page to a Client View

For details on assigning document vaults to client views, visit Create a Client View.