Document Manager 2015 Accessing the Client Portal via a Web browser
Portal Document Client History report
The Portal Document Client History report provides the history of a client’s activities on the
Client Portal.
1. From the Document Manager
Reports menu, click Portal Document Client History to open the “Report: Client Portal History” window.
Figure 108: The "Report: Client Portal History" window
2. Under Client Settings, select the Selected Client checkbox to list the Client Portal activities for the currently selected client. Alternatively, clear the
Selected Client checkbox and select the Client Reference for the client for whom the report is to be run.
3. Click OK to run the report
Accessing the Client Portal via a Web browser
Logging into the Client Portal
Your clients can log into the Client Portal from any location via a web browser.
1. Click on the link in the activation email to open the Client Portal Login page.
2. Type in your Client Portal Group login
User name and Password, and click Login.
3. If the Group login you used is linked to more than one Portal user, on the Select Portal Area page, click on the user whose Web Portal area you want to open.
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Figure 109: The Select Portal Area page
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The Client Portal Document Listing page will open.
Document Manager 2015
Figure 110: The Document Listing page
The Document Listing page lists the documents that have been uploaded to the Client
Portal.
4. You can search for a document by selecting a search object, entering search text, and clicking .
The documents matching your search text will be listed.
5. To clear your search text, and display all the documents, click the cross as shown below.
Linking to another Group login
Once you have logged into the Client Portal using your linked Group login, you can link your
Portal user area to another Group Portal login.
1. Login to the Client Portal using the Group Portal login to which your Portal user area is linked.
2. If the Group login you used is linked to more than one Portal user, on the Select Portal Area page, click on the user whose Web Portal area you want to open.
3. On the Document Listing page, click to open the Link to Portal Login page.
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4. In the
User name and Password fields, enter user name and password for the Group Login to which your Portal user area is to be linked.
5. On the Attention page, click Yes to confirm the link.
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Document Manager 2015 Accessing the Client Portal via a Web browser
Uploading documents
It is possible for your clients to upload documents to the Client Portal from any location via a web browser.
1. Log into the Client Portal Document Listing page.
Figure 111: The Document Listing page
2. To upload a document to the Client Portal, click to open the “Upload File” window.
3. In File Name, click Choose File to select the document file to be uploaded.
4. If necessary, type in a comment about the document.
5. Click Upload to upload the document to the Client Portal.
The document will be added to the Document Listing page, with a Status of ‘Document
Uploaded’.
If your client uploaded the document, you will receive an email message informing you of the event.
Assigning a category to a document
You can categorise documents in the Client Portal, to enable filtering for searches.
1. Log into the Client Portal Document Listing page.
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Chapter 11 Client Portal Document Manager 2015
2. Click on the document to which you want to assign a category, to open the “Document
Details” window.
Figure 112: The "Document Details" window
3. To assign a category to the document, click next to the Category Name field.
4. In the “Categories” window Category Name field, either select an existing category or type in a new one.
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5. Click
Select to assign the category to the document.
When you search for a document, you can select a category to search on.
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Document Manager 2015 Accessing the Client Portal via a Web browser
Viewing and signing a document
Once a request for signature has been issued, the client login will receive an email with instructions for downloading and signing the document.
Your client can do the following to view and sign the document.
1. Click on the link in the email to open the Client Portal Login page.
2. Type in your Client Portal User name and Password, and click Login to log into the Client
Portal Document Listing page.
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Figure 113: The Document Listing page
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Chapter 11 Client Portal Document Manager 2015
3. The document requiring a signature is marked by . Click on it to open the “Document
Details” window.
The
Signature Requested field will show that a signature has been requested for the document.
4. Before you can sign the document, click
5. Click Ok to the Download File message. to download it.
6. After viewing the document, you can click to sign it.
7. On the “Electronic Signature” window, click Sign Document.
The “Document Details” window,
Downloaded and Signed fields will show the dates that the document was downloaded and signed.
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You will receive an email informing you that the document has been signed.
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Document Manager 2015 Accessing the Client Portal via a Web browser
Sending an email message to the document owner
Your clients can send an email message to the owner of a document in the Client Portal.
1. Log into the Client Portal Document Listing page.
Figure 114: The Document Listing page
2. Click on the required document to open the “Document Details” window.
3. To send an email to the document owner, click
4. On the “Email Document Owner” window, type on your message and click
Send.
Tip: Select the Email Copy to Me checkbox to send a copy of the email message to your email address.
5. Exit from the “Document Details” window
The document owner will receive an email with your message.
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