Managing inbox notifications
To start, navigate to the Main menu > > Inbox tab.
Follow the instructions in the popover prompt. For more information, check our article about Filing articles to FYI
Deleting an Inbox notification
- Navigate to the Main menu > > Inbox tab.
- Change the Document Owner dropdown to All Documents if the document was sent to the client by another user.
- Click on the document's checkbox > Delete to delete it.
Deleting a document from the
tab simply deletes the notification; the document will still be saved to the client's
Managing clients and client documents
Use the clients area to manage your client list and succinctly view a record of all documents completed for a selected client. To manage your client list, clients can be added, edited or deleted in two different areas of the portal, depending on ...
Filing documents to FYI
The Gap Portal integrates with FYI so you can easily file your portal emails, attachments and documents. How to set up the FYI integration Attention You must have administrator rights in The Gap and in FYI to follow the setup steps in this article. ...
Using email attachments
You can attach multiple files from your computer or a client's completed documents to portal emails. Warning! The document size limit of all combined attachments is 10MB. Adding an attachment Select your client from the Client dropdown. Click ...
Using portal documents
You will find a variety of documents across The Gap portal; this article will help you understand what these documents are for and how to use them. Types of portal documents Portal forms: these are customisable documents you edit within the portal ...
Fixing duplicated client profiles
Duplicate client profiles typically occur when a client is added manually but also syncs from Xero Practice Manager - when clients sync, they are matched by XPM ID number instead of their names and emails addresses. Note While it's not possible to ...