File transfers in Practice CS use NetClient and/or NetStaff CS portals. If there is not an existing NetClient or NetStaff portal, you can add one via Practice CS using the Add Portal action.

NetClient CS Portals

1. Go to Setup.
2. Open Clients.
3. In the Client View, highlight the client in the list.
4. Edit at the bottom of the list.
5. Select the Contact Info tab and click the Actions dropdown.
6. Select Add Portal and you'll see three options:
   • Help me find and use an existing portal: If there is possibly an existing NetClient CS portal for this client already, you should first attempt to find and assign that existing portal using this option.
   • Add a NetClient CS portal: "Standard" NetClient portals are considered permanent portals, and will remain until deleted by your NetFirm administrator on your firm's NetClient administration portal page.

     Note: Even though the portal will remain permanently, all file transfers (and related file data) expire and are removed from the portals after 30 days.

   • Add a temporary Netclient CS portal: Temporary portals work exactly like standard portals. However, after 30 days, the portal will become inactive and will be deleted.

     Note: If the portal is deleted, it will remove this client's login information as well as all the file data contained on the portal. At any point prior to this event, you can promote a temporary portal to a standard portal by returning to the client setup screen and clicking on the Actions dropdown again. Choose the option, Promote (portal ID) to full NetClient CS Portal. Because the login credentials are deleted on a temporary portal, if you wish to later create another NetClient portal for this same contact, you can use the same login information as was used originally.

7. If you add a new portal, a registration email will be immediately sent to the email address on file for this contact. The registration email will provide a link that when clicked prompts the portal user to create a login ID and password.

   Note: The portal will display as "unregistered" on the contact screen and may not be used for file transfers until the registration process is completed. Once the registration process is completed by the portal user, the portal field will automatically be updated to display the proper login ID. The screen update should happen within a few minutes.

   If there is some reason that you cannot wait for the portal information to refresh automatically, you can force a refresh by clicking the dropdown in the Portal field (on the Setup > Clients > Contact Info tab). This will trigger Practice CS to immediately refresh the portal list and if the contact has completed the registration process, you will see the registered portal login ID.

8. After portals have been created and the registration completed, clients can log on to their portal by going to http://netlinksolution.com in any web browser.

Other than adding new portals, all other portal administration (e.g., client password resets, adding additional NetClient portal features, portal deletions, etc) is performed on your firm's portal administration page outside of Practice CS.

NetStaff CS Portals

NetStaff CS portals are required for each staff that will be the originator (i.e., "From Staff") of a file transfer. They are used during the authentication part of the file transfer process in Practice CS. A staff does not necessarily need to access their staff portal in order to successfully complete a file transfer or file transfer request. You can, however, optionally access the file transfer data via the NetStaff CS portals if you prefer.

If you wish to add a NetStaff CS portal for a staff member through Practice CS, the steps and screens are exactly the same as described above for NetClient CS portals. The only difference is that portals added through the Setup in the Staff menu are permanent only. When you choose to add a staff portal, there is no option to create a temporary portal like there is with a client portal. See the above section for details on the process.

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