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Document Portal for old clients

How does it work when I remove services from a client but need to keep the data stored in the Document Portal for a period of 3-7 years?

Is there a nominal charge for keeping the document portal available for a 'contact' without them being a 'client'?

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We don't do nominal charges as there is a cost to keeping that data. However, we can look at a dormant client discount on a case by case basis.

If cost is an issue, the best thing to do is to download all the files in the client's document portal - see here - and store the zip file on free storage elsewhere.

Hope this makes sense.

BTW strictly speaking :) this topic belongs in the Ask a Question forum here. However, I could be persuaded to combine all the Let's Talk forums into one!

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