Client Files

Setup > Apps

App functions

Function Sub-Functions Description
Additional File storage for each client i.e mandates/voice mandates/signed documentation etc.
All files available for free download
Any user permissions will be applied to access of the files Grant certain users only access to files.
Each file will also keep an audit log A history on who uploaded/removed files and when.
Files will always be recoverable even after removing from the system.
Files are stored safely with the Amazon S3 Service Amazon stores your files on multiple machines and is designed to sustain concurrent loss in two separate facilities. The service boasts “eleven nines” of durability (99.999999999%).