How can you make sure that the right requests are shared with the right client contacts on a data collection submission? The new View Contact Access option on the Submissions Detail page allows you to quickly see the requests a client contact will see in the Client Portal.
Before sending to a client, use View Contact Access to verify which requests are shared with which contacts for a submission. After sending to a client, use View Contact Access to provide client support and answer questions about which requests a client must finish to complete their portion of a submission.
Using View Contact Access
On the Submissions detail page under the Data Collection tab, click the View Contact Access button. By default, an agent sees all the requests for a submission. Select a client contact to see the items they can access.
The View Contact Access option only appears if requests are shared with multiple client contacts. If the requests for a submission are only shared with the Primary contact, then this option is unnecessary and does not appear. Also, this option is available only if it is enabled on the Agency Preferences page (see below).
The Filtered View
The filtered list of requests shows only the schedules, forms and form sections, document requests, and e-signature requests shared with that client contact. Click Clear Filter to go back to an agent's view of all the requests for a submission.
Note that the Send button is hidden when viewing requests for a client contact. You must clear the filter and return to the agent's view of all requests before sending to a client.
Locked and Hidden Submissions
If a submission is locked or hidden from a client, a message appears as a reminder.
Enabling View Contact Access
The option to see a preview of client requests is controlled by an Agency Preference. Set the Contact Access Filter "On" to make this feature available on the Submissions Detail page.
Still have questions? Feel free to chat with our support team using the chat feature located in the bottom right-hand corner of the platform or email firstname.lastname@example.org.
Note: The Indio Technologies platform is most optimized on the browsers such as Google Chrome or Firefox. If you use Internet Explorer there may be limited functionality as a result.