Portfolio documents (Training plans etc) available in client portal
We are a work based RTO delivering to a large number of students in the workplace for traineeships and apprenticeships. Each student and their employer must receive a signed copy of the training plan at the time of enrolment/within 12 weeks of commencing.
We currently have to email these to the relevant parties, however it would be advantageous to enable certain portfolio types visible within the client portal, so we can create the training plan, add this as portfolio item for the student and then it appear on the client portal as well.
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100% upvote on this!
We were hoping to add a portfolio type that would appear in their independent portal login, but it doesn't exist.
There are multiple use cases where different documents could be made available to specific contacts and uploading these to their portfolio makes complete sense.
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It would also be good to have the same dynamic/live signature fields that are available in the online Enrolment area, to then be available in the templates section (or as a new feature), so that people can login and sign a document like a Training Plan, rather than emailing documents back and forth to employers/clients. I understand these signature fields are not available once templates are emailed, but if an employer can login or fill in a form and sign, this would really help.
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