Chapter 11 Client Portal Document Manager 2015
Managing the Client Portal
Your Admin login user can customise the Client Portal and view the status of all your logins.
Viewing the status of your Client Portal logins
Your Admin user is able to log into the Client Portal to perform administrative tasks.
1. Click on the link in the activation email your Admin user received to open the Client Portal
Login page.
2. In the User name and Password fields, enter ‘Admin’ and your password.
3. Click Login to access the Client Portal Admin page.
Figure 115: Client Portal Admin page
4. To view the list of your Client Portal logins, select
User List.
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5. To view details of a login, either double-click on the user in the list or click on the user and click Details at the bottom of the page. The “User Details” window will open.
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Document Manager 2015 Managing the Client Portal
Figure 116: The "User Details" window
6. To Log out of the Client Portal, click the Log Out button.
Customising the Client Portal
Your Admin user can customise the Client Portal for your firm by doing the following:
Uploading an image file for your company logo
Specifying the URL of your company website
Editing the content of the message box displayed when a user clicks Contact Us
Editing the contents of emails sent by the Client Portal to clients and users
1. Click on the link in the activation email your Admin user received to open the Client Portal
Login page.
2. In the User name and Password fields, enter ‘Admin’ and your password.
3. Click
Login to access the Client Portal Admin page.
Figure 117: Client Portal Admin page
4. To view the list of the Client Portal content, select Content.
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To select a Company Logo image file
1. To select an image file for your company logo, either double-click on the CompanyLogo line, or click on the CompanyLogo line and then click Edit at the bottom of the page.
2. On the “Edit Image Content” window, click
Choose File to select the file name of your company logo image.
Note: The file name must have a.jpg, .gif or .png extension, and its size must not exceed 64
KB.
Figure 118: The "Edit Image Content" window
The “Edit Image Content” window displays the current logo image, which you are replacing.
3. Click
Upload to upload the image file to the Client Portal and close the “Edit Image Content” window.
When you next refresh the Client Portal page, your newly uploaded logo image will appear at the top right.
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Document Manager 2015 Managing the Client Portal
To enter your Company Web Address
You can specify the URL of the Web page that will open when a client clicks your firm’s Home
Page link.
1. Either double-click on the
CompanyURL line, or click on the CompanyURL line and then click Edit at the bottom of the page.
2. On the “Edit External Link” window, type the URL of your firm’s website Home Page.
Figure 119: The "Edit External Link" window
3. Click Save to save your entry and exit the window.
When you click on your company logo, the web page specified in the URL you entered will open.
To edit the content of the Contact Us message box
Caution: Do not attempt to do this unless you have a good knowledge of HTML coding. If you have any doubts, please contact Sage HandiSoft Support.
1. To edit the content of the message box that is displayed when a client clicks Contact Us, either double-click on the
ContactUsSent line, or click on the ContactUsSent line and then click Edit at the bottom of the page.
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2. On the “Edit MessageBox Content” window, you can edit the Heading and Message Body of the text box that is displayed when a user clicks Contact Us at the bottom of the page. You can include keywords that are replaced by Client Portal values.
As an example, the highlighted text has been added as shown below.
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Figure 120: The "Edit MessageBox Content" window
Tip: To insert a keyword, right-click to make a selection.
3. Click Save to save your changes and close the window.
When a client submits a message via the Contact Us link, they will receive a message as shown below.
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Document Manager 2015 Managing the Client Portal
To edit the content of the Client Portal emails
Caution: Do not attempt to do this unless you have a good knowledge of HTML coding. If you have any doubts, please contact Sage HandiSoft Support.
1. To edit the content of a Client Portal email, either double-click on the required email message, or click on the message and then click Edit at the bottom of the page.
2. On the “Edit Email Content” window, you can edit the Subject and Message Body of the email sent by the Client Portal. You can include keywords that are replaced by Client Portal values.
As an example, the highlighted text has been added, as shown below.
Figure 121: The "Edit Email Content" window
Tip: To insert a keyword, right-click to make a selection.
3. Click Save to save your changes and close the window.
In this example, the following email will be sent when a client uploads a document to the Client
Portal.
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To restore Client Portal email templates to their default content
In the Content list, all entries with ‘Email’ in the Type column are email templates.
Emails sent from your practice have a Name prefixed with ‘DocSentBywebservice’.
Emails sent from the client to your practice have a Name prefixed with
‘DocSentBywebapp’.
1. To restore a Client Portal email template to its default content, either double-click on the required email message, or click on the message and then click Edit at the bottom of the page.
2. On the “Edit Email Content” window, click Restore Defaults.
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3. On the “Restore Defaults Alert” window, click Yes to confirm the change.
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The template will be changed to its default content.
Managing the Client Portal
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