Infront Portfolio Manager

Requirements for using the Postbox via Infront Portfolio Manager

To use the Postbox functions described here, the following requirements must be met:

  • "Postbox" module (or an "External Postbox" module) licensed

  • Portfolio Service Document Archive" module licensed

  • Module "Infront Advisory Solution Consulting Process" or module "Person Management" licensed

  • User has the object right "Upload documents to postbox"