CCH iFirm - Portal

This panel groups the integration options of the CCH iFirm Portal application and its different functionalities.

Portal	Destination Folder	Allows you to indicate the access path of the portal to which the PDF files will be transferred. By default, the PDF files are transferred into the current taxation year folder. Note: To reduce the risk of errors, do not use special characters (e.g.: « ! @ # $ »). The different folders must be separated by back slashes (\), e.g. : [AAAA]\Firm-to-Client\.
	Delete the file(s) after publishing them to CCH iFirm Portal	Allows you to delete documents after they have been published to the portal. Note: If the file is opened, it cannot be deleted.