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Published documents

⏱ 4 min readUpdated on

Your client only sees what you publish, and each publication is a snapshot: its figures and its PDF no longer move. A new version replaces the old one, which stays readable; only a published value can be withdrawn.

What it is for

Three publications, each from its own screen:

What you publishFromWhat the client receives
A version of the planShare this version (client record, Dossiers tab) or Share (the file's Report module)the Summary, Results, Balance sheet and Cash tabs, and the PDF of the chosen template
The monitoring reportPublish the monitoring report (Monitoring module, step ⑤ Report)the Monitoring tab and the report's PDF
The value of the businessPartager au client (Valuation module, step ⑤ Report)the Value tab — the range, the central value, the methods in words, the levers — and the valuation report as a PDF

In the client space, the file's Documents tab gathers all these PDFs, from the most recent to the oldest: shared plans, monitoring reports, valuation reports. Each line states its version and its date; a replaced version stays readable, marked “replaced on …”; the most recent document carries New until the person has opened it. Download opens it. In the Value tab, the valuation report can also be downloaded with Download the valuation report (PDF).

Steps

  1. Publish from the screen in the table above. For the value: in Valuation, step ⑤ Report, tick the content of the valuation report, then Partager au client; the “Partager avec le client” (share with the client) block says what goes out. The following times, the button becomes Publier une nouvelle version.
  2. The client's active people receive an e-mail on behalf of the firm — new version of the plan, monitoring report ready, value of the business —, without any amount. For monitoring, Also send by e-mail can be unticked: the publication then appears in the space without an e-mail.
  3. The client opens the file, then the Documents tab (or Value) and downloads the PDF.
  4. To withdraw the value: in Valuation, step ⑤ Report, “Retirer la publication” (withdraw the publication). The block then states “Version … retirée le …: le client ne voit rien.” (version … withdrawn on …: the client sees nothing).

Worked example · Boulangerie Dupont SRL

The firm shares the file “Plan financier 2027-2029” with the Notary template, corrects it, then shares a second version. In the Documents tab, Marie Dupont reads:

DocumentDetailMark
Plan · Financial plan for the notaryVersion 2 · PDF · the date of the shareNew, until she opens it
Plan · Financial plan for the notaryVersion 1 · replaced on …—

The tabs Summary to Cash show version 2 only; the PDF of version 1 can still be downloaded: it keeps what had been shared.

Pitfalls

A publication is a snapshot. What you change in the file afterwards only appears at the client's with the next publication.
Withdrawing the value withdraws the whole tab. When the last published value is withdrawn, the Value tab disappears from the space and its valuation reports leave the Documents tab, older versions included. A new publication reopens the tab; the withdrawn version stays invisible.
A version of the plan or a monitoring report cannot be withdrawn. Fiplan only offers to withdraw the value. A version of the plan or a monitoring report is replaced by a new version; for the client to see nothing more of a file, move the file to the bin or revoke the access.
The assumptions do not leave the firm. The published value is a snapshot of results: never the valuation's assumptions. The valuation report contains what you ticked.
Documents require an active access. An invited person who has not yet chosen their password reads no document and does not receive the space's e-mails: they will find everything when they enter.

What it changes · 2027

① Income statementNo effect€0.00Publishing freezes a snapshot of the file; the plan does not change.
② CashNo effect€0.00Nothing is received or paid.
③ Balance sheetNo effect€0.00Each publication is kept, version after version, with its PDF.

Source

Fiplan convention: PartagerVersion.tsx (the version of the plan), src/components/valorisation/PartagerClient.tsx (the value, its report, its withdrawal), src/components/espace-client/DocumentsEspace.tsx and ValeurEspace.tsx (what the client sees).

Rules in the database: 20261004170000_acces_client1_cabinet.sql (partager_version); 20261004300000_suivi4_publication.sql (publier_suivi); 20261005140000_valo2_publications.sql (publier_valorisation, retirer_publication_valorisation: the client no longer sees the value); 20261009190000_echanges2_cabinet_corbeille_documents.sql (espace_documents_dossier: all the file's published documents, replaced versions included, never a withdrawn value, for an active access and a file outside the bin; “New”: documents_ouverts). E-mails: supabase/functions/_shared/email/modeles/espace-client.ts (no amount); only active people receive them (notifier_personnes_client).