ClientFlow integration with NetClient CS

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GoFileRoom ClientFlow integrates with the NetClient CS to provide you and your clients with a secure, personalized, online location through which you can exchange documents, gather financial data, and access applications.

In addition, your clients can upload documents to GoFileRoom through their NetClient CS portals. You can view information about all ClientFlow activity through ClientFlow administration reports, which are available in GoFileRoom. You can also set up email notifications to notify ClientFlow users when a document is published to their portal.

Your firm must complete all NetClient CS setup procedures before configuring GoFileRoom for use with ClientFlow.

Click the following links for information on configuring GoFileRoom for use with ClientFlow and how to view ClientFlow administration reports.

Configure user permissions

View ClientFlow reports in GoFileRoom

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