Client Filing Manager

Adding Folders

Folders created within the filing manager are available to all clients that access their individual login areas.

You can add a new folder by:

1. Clicking on the "Folders" tab within the "Client Filing Manager" area then clicking on "Add Folder"
2. Giving the folder a name in the "Add Folder" area, and selecting a parent folder (fhe folder that the folder you are creating appears within)

Adding Users

Users are easily added by:

1. Clicking on the "Users" tab under the "Client Filing Manager" section in the left hand menu.
2. Entering the user's

• First Name
• Last Name
• Email
• Password
• Mobile Phone
• Download Limit
• Subscriptions

Click "Save"

Giving Users Access to Files/Items

You can add items for users by:

1. Clicking on the "Client Files" tab from within the "Client Filing Manager" area.
2. Fill in the appropriate fields in the "Add Item" area, including:

• File Name - Name of the file that the user will see
• Upload - Browse for the file on your local computer
• Folder - What folder do you want the file to reside in?
• Expiry Date
• Restrict Access - You can specify that the file be viewable by everyone, a specific group or a specific user
• Date
• HTML Desc

Click "Save"