How to link GoFileRoom ClientFlow portals to existing NetClient portals

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GoFileRoom ClientFlow allows your firm to publish documents to a client of their choosing. If the client already has a NetClient portal for CBS ASP, Remote Payroll, or for a similar application, you may want to simply add ClientFlow, instead of creating a second portal.

Note: If your client does not already have a login, you can create one from within ClientFlow. Click Creating a NetClient Portal through GoFileRoom's ClientFlow for instructions.

  1. Log in to NetFirm with an account that has NetClient administration privileges.
  2. Locate the user that you would like to add ClientFlow to and highlight them in the Users list.
  3. Make a note of their email address, first name, and last name.
  4. Log in to GoFileRoom as an Administrator or with an account with privileges that allow you to manage users.
  5. Click Administration > Manage Users and Groups, and click the ClientFlow Users Tab.
  6. Create a new user. Verify that the email address noted above is used for the login. The Full Name should be First Name <space> Last Name as noted above.

    Notes

    • The last word will be used as the last name.
    • The Full Name field will accept a maximum of 30 characters.
  7. Click Save to add ClientFlow to the current portal.

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