Notifications are received and posted in the Requests tab, but clients sometimes can upload to the Documents section without notification, date stamp, nor ability to lock

At our firm, we "lock" client documents that have been downloaded as a way to track what files have been received. For some client profiles, they had more documents uploaded in the Document section that did not show in the Requests section. Is there any way to force everything to be uploaded to the Requests section?


What you are referring to is a legacy version of Link, which is no longer used for TY 2017 onward.  From 2017, Link is integrated into PTO, these tabs no longer exist, and certain functions have changed (for the worse).

For TY 2016 and before, you should receive notification each time your client enters a comment (almost on a real time basis).  For uploads, however, my recollection is that you are sent notifications only on a daily basis.

As for documents, your clients cannot choose whether to upload them to "Requests" or "Documents" tab.  These tabs are really just interfaces that pull documents from the database in the back.  By default, all "current" documents uploaded by your team and your clients are shown on the "Requests" tab.  Similarly, all "current" and deleted documents are shown on the "Documents" tab.  Very importantly, you should be aware that documents your team deletes from the "Requests" tab must also be deleted from the "Documents" tab if you do not want these to be accessible to your client; otherwise, your client will still be able to access those deleted documents on the front-end.

The "additional" documents you see in the "Documents" tab are either documents your team had deleted as the host on the "Requests" tab (which is a flaw that was pointed out to Intuit previously but was never fixed) or duplicates created by your clients (probably by clicking for upload successively).

Unfortunately, these are limitations you will need to work around.

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