Create Binder and Link Binder conditions

Client profiles with an uploaded document will see
Create Binder
and
Link Binder
disabled or enabled depending on the Tax Client ID saved to a client's record in Client Management.
  • No Tax Client ID:
    Create Binder
    and
    Link Binder
    are both enabled.
  • Tax Client ID matches an existing binder in FileRoom: Only
    Link Binder
    enabled.
  • Tax Client ID doesn't match an existing binder in FileRoom: Only
    Create Binder
    enabled.

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