If your firm is licensed for the Client Management module and NetFirm CS, you can set up web-based portals for staff and/or client contacts that allow you to share documents and other information with those contacts securely.
Note: NetClient CS portals are a service that is billed on a monthly basis.
Firm Setup
Practice CS can (optionally) automatically create NetClient or NetStaff portals when a new client, prospect, or staff member is added.
- Go to Setup > Firm > Preferences and select the option to automatically create portals.
- On the Notifications tab, choose the File Transfer options to use.
Client Portal Setup
Use the following steps to associate an existing NetClient portal with a Practice CS client contact, or create a new portal for the contact.
- Go to Setup > Clients > Contact Info tab for the client.
- Enter or verify the email address for the contact in the Email field.
- In the Portal field, choose the portal to link to this Practice CS contact.
You can use the Find button to open a screen where you can search for the portal.
- If there is not an existing NetClient portal for this contact, select Actions and then Add Portal.
Notes:
- After you save, a registration email is sent to the email address for the contact.
- The portal will have a status of Unregistered and cannot be used for file transfers until the contact completes the steps in the registration process.
Staff Portal Setup
Staff at your firm need to have a registered NetStaff CS portal to use the file transfer feature. Use the following steps to associate an existing NetStaff portal with a Practice CS staff contact, or create a new portal for the staff.
- Go to Setup > Staff > Contact Info tab for the staff member.
- Enter or verify the email address for the staff in the Email field.
- In the Portal field, choose the portal to link to this Practice CS contact.
You can use the Find button to open a screen where you can search for the portal.
- If there is not an existing NetStaff portal for this contact, select Actions and then Add Portal.
Notes:
- After you save, a registration email is sent to the email address for the contact.
- The portal will have a status of Unregistered and cannot be used for file transfers until the contact completes the steps in the registration process.
- You do not need to log in to NetStaff CS to transfer files to and from clients.
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