If you want to Assign or Unassign a Contact (Trusted Advisor) from a Checklist, follow the below steps:
To Assign a Contact (Trusted Advisor)
Step 1: Go to your 'Client List'.
- Right-click on the name of your client.
- Click on Access Vault.
Step 2: Inside the Vault go to the Checklist tab.
- Click on the name of the Checklist.
- Click on 'Assign a Contact'.
Warning! Ensure the contact has already permission to access the folder where the documents will be stored.
Step 3: Click Assign contact
- Select the name of the collaborator from the list
- The system will send an email to this contact to upload the document.
To Unassign a Contact (Trusted Advisor)
Step 1: Go to your 'Client List'.
- Right-click on the name of your client.
- Click on Access Vault.
Step 2: Inside the Vault go to the Checklist tab.
- Click on the name of the Checklist.
Step 3: Click on the 'X' next to the name of the contact.
Warning! This action doesn't change the permission of the contact (Trusted Advisor). IF you would like to edit the permissions go to the Contacts tab