Portal - Add the Ability to Print w/o Downloading Files
gathering votes
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Ersin Sivrican
Portal is a great tool to keep track of secure customer uploads. However, we would like to see couple improvement to make it even better:
1. Ability to PRINT downloaded files without needing to download them to local drives. This kind of defeats the purpose of a secure portal. Less copies of customer information is better.
2. Of course from time to time, we will need to download those secure files in order to send them to banks, etc. For those cases, we need to limit who can download them to the local drives. It can be an option in the user preferences. For example Sales and F&I Managers can download those files but not the Salespeople, etc.
P.S: I had to post this under "Miscellaneous" since there is no option for "Portal" in the categories yet.
Thank you.
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Rebecca Karr
I'd like to see it not have a pop up every time I hover over the Portal button, it blocks the right arrow when scrolling through customers.
Drew Adler
gathering votes
Shelby Parker
Hiya Ersin Sivrican, thanks for this post! I have a few more questions for you:
- Can you provide more details on the types of files that are commonly printed directly from the portal?
- Could you elaborate on the roles and permissions of different users in your organization, specifically in relation to file access and download?
- Would you find it useful to have an audit trail feature that tracks who has downloaded or printed files from the portal?
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Ersin Sivrican
Shelby Parker
1. Customer PII such as driver’s license, bank statements, paystubs, etc.
2. For example, Salesperson should be able to request/view files (for their deals) but not download. Sales Manager, Finance Manager, Finance Assistant, should be able to request/view/download (for all deals). But we want to assign these permissions at the individual level if needed.
3. Yes! Definitely.
Thank you.