Locating a folder or file in ClientFlow

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You can search for a specific folder or file that has been published to your ClientFlow portal.

  1. Log into NetClient CS, and then click the ClientFlow link image link in the navigation pane.

    Note: The ClientFlow link will only appear if you have access to ClientFlow.

  2. This step varies depending on which ClientFlow screen that you are in.
    • The ClientFlow Home screen lists top-level folders for each client to which you have been granted access. Enter any part of the client name or client number in the Find field to locate the folder that match your search criterion.

      Note: Click the Home Home Screen image button to open the ClientFlow Home screen.

    • After you open a ClientFlow folder in the ClientFlow Home screen, you can search for files. In the Find field, enter search criterion that matches any of the columns in the screen. For example, you can enter any part of the file description to find the files that match your search criterion.

    Delete the entry from the Find field to view the full list of folders or files.

    Note: To go back to the previous folder, click the Up Up button image button.


Related articles

ClientFlow overview

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