We have moved your Legacy portal files to File Share for Web Builder CS. You will need to perform a onetime task of organizing these files in File Share. Follow the steps listed below for each client (referred to as a user in Legacy).You can simply delete unneeded documents.
- Log in to File Share for Web Builder CS. You will see the Documents screen, which has four tabs: All Documents, Client Documents, Recent Activity, and Recycle Bin.
- Click the Client Documents tab.
- In the ID column, click the Firm link, next to the name of your firm.
- Click the Migration link to view a list of your client folders.
- Click the name of the client whose files you would like to move first.
- Mark the checkbox next to each folder or document to select it. You can select all folders and documents to move them at the same time.
- Click Manage and then select Move from the menu. You’ll use the panel that appears on screen to navigate to the client’s Migration folder that we have created for you.
- Hover your cursor over the file folder icon next to Migration. A folder tree will appear on the panel.
- Click on Client Documents. You will see a list of client names.
- Double-click on the appropriate client folder.
- Double-click Migration.
- Click the Move button.
- The Firm migration folder can be deleted after all migrated documents have been moved.
- Share each client's migrated document folder with them, so they can view and access information.