File Organizer
The File Organizer is where all login users can manage all of their files. It provides a place to store and view uploaded files and work on a client’s portfolio and to collaborate with other users associated with that client. File Organizer’s Location: Click on “Actions” on the main toolbar. Select “File Organizer”.  The File Organizer […]
Electronic Uploader
The Electronic Uploader is where a user can upload files that are on their computer to the site. The files can be placed in the user’s own My Files folder or a client’s My Files folder. 1. File/Browse Button – When clicked, it accesses the files on the user’s computer in order add one to their File […]
Fax Uploader
The Fax Uploader allows a user to create a coversheet in order to fax a document to the system and add it to their File Organizer. 1. Within the fax upload window, there are two boxes in which to enter information: Title Field:Â A place for the user to enter the name of the file. Comment […]
How to Add a File to a Client
For all user roles including administrators, there are two ways to add a file to a client: Directly Uploading to a Client’s Portfolio By putting in a client’s name in the Electronic Uploader, the uploaded file will be added to the client’s My Files folder. The user can find the client by using the arrow for […]
File Organizer’s All Files Feature
The All Files feature allows a user to see all of the files that they have can permission to access. All of the files appear at one time , regardless of the folder locations they are in or the clients they are under. To find the All Files feature: Click on “Actions” on the main […]