Help Center

Document Storage

* Page referenced in this article: documents page.

Use this page to add or edit documents. Contacts can also upload documents through the LeadCenter secure client portal.

What is LeadCenter Secure Client Portal?

With LeadCenter, you can set up a secure client portal on your own website (e.g., secureportal.yourcompany.com). From there clients can securely access:

1. The financial questionnaire.
2. Secure document storage.

Set up your Secure Client Portal domain:

1. Open Secure client portal (Settings → Basic settings → Secure client portal).
2. Under Secure client portal domain, enter your domain, such as fq.yourdomain.com, and click Save Domain.
3. At your domain provider, create a CNAME record that points your domain to fq.leadcenter.ai.
4. Add the SSL certificate validation CNAME record shown on the page. When it's verified, the page shows that your SSL certificate is active.

One link for your website: The same page has your Document portal link, a single link visitors can use to verify their email and upload documents to their own contact record. See Let Website Visitors Upload Documents with Your Document Portal Link.

As part of client portal security, each client will have a unique Client Portal URL. The URL will look like this for the document storage section:

fq.yourwebsite.com/UNIQE-NUMBER/dms/documents

This unique number is different for each contact.

Tip: In email and text message templates, there are shortcodes for Client Portal. The following are shortcodes for document storage and financial questionnaire links.

• Financial questionnaire shortcode: [[fq_url]]
• Secure document portal shortcode: [[dms_url]]

Note: We recommend using the domain host fq. But, you can use any domain host name you like.

Rename a Document

You can change the name of a document directly from the Edit dialog. This is useful when a file was uploaded with an unclear filename, such as scan_0423.pdf, and you want it to appear in LeadCenter with a clearer name.

Where You Can Rename a Document

The same Edit dialog is used anywhere documents are listed, including:

• Dashboard → DMS → Documents
• Contact details → Documents
• Account details → Documents
• Family details → Documents
• Client Secure Portal when a client edits their own uploaded document

How to Rename a Document

1. Find the document in any documents list.
2. Click the document’s Actions menu.
3. Click Edit.
4. In the Name field, enter the new document name.
5. Optionally update the Category, Description, or Is private? setting.
6. Click Update document.

After saving, the updated name appears throughout LeadCenter anywhere that document is shown. When you download the document, the file uses this name too and keeps its original file type. For example, a PDF renamed Tax Return 2024 downloads as Tax Return 2024.pdf. Opening a Preview doesn’t rename the file.

Good to know: Renaming changes the display name only. It does not change the file content, upload date, or file size.

Rules for the Name Field

• A document name is required.
• The maximum length is 255 characters.
• Special characters and non-English characters are allowed.

Browse, Preview, and Organize Documents

Documents opens in a folder view, like a file browser. Each document category is a folder, and files without a category appear as cards below the folders.

The folder view on the Documents page.

• Open a folder — Click a folder to see only its files. Click All documents to go back.
• File a document — Drag a card that isn't in a folder onto a folder to put it in that category.
• Create a folder — Click + New, then Create folder (category). To add files, click + New, then Upload from this PC.
• Preview a file — Click a thumbnail or file name to open a large preview of images and PDFs. From the preview, you can download the file, open it in a new tab, or move to the previous or next file.
• File menu — Each card's menu (⋮) has Preview, Download, Copy to OneDrive or SharePoint, Edit, and Delete.
• Portal visibility — Hover the lock on a card to see whether the file is visible in the Secure Document Portal. A lock on a folder means that whole category is hidden from the portal.
• Switch views — Use the grid and list icons next to + New to switch between the folder view and the original list. LeadCenter remembers your choice.

A contact's Documents tab works the same way and shows only the folders that hold that contact's files. When someone else in the household has documents, use This Contact / Household to choose whose files you see. The search, category, year, and month filters are on the main Documents page.

Link or Import Files from OneDrive and SharePoint

If your firm keeps client files in OneDrive or SharePoint, click + New and choose Link to/from OneDrive or SharePoint to show a file in LeadCenter without copying it, or Import from OneDrive or SharePoint to save a LeadCenter copy. Linked files show a SharePoint icon and sit next to your LeadCenter files. Learn how in Link and Import Files from OneDrive and SharePoint.

Show a Box Folder on a Contact

If you keep client files in Box.com, you can link a Box folder or file to a contact. It shows at the top of the contact's Documents tab, so you can open the files without leaving LeadCenter. Learn how in Link a Box Folder to a Contact.