Online Purchasing and Billing

Online Purchasing and Billing
tab lets you purchase additional units online for selective Service types that are available for online purchases. Purchasing services online lets you buy SurePrep services at your convenience when needed. You may still contact your client success managers if you need additional assistance. To purchase online, you'll need to have the user permissions enabled by your firm administrator.

Permissions

Users you'll need to have the proper group permissions to access the
Online Purchasing and Billing
portal.
Go to
FileRoom
,
Admin
,
User Group Management
then assign the user group
Online Purchase
permission.

Purchase Units

Follow these steps to purchase units online:
  1. Go to
    FileRoom
    ,
    Admin
    ,
    Billing
    , then
    Online Purchasing and Billing
    .
  2. Select 
    Purchase Units
    .
  3. On the navigation menu on top, select the service type you would like to purchase. Select 
    Gather & Deliver
    ,
    Prepare
    , or 
    Review
    to see available services under each section.
  4. Select the number of units you would like to purchase then select
    ADD TO CART
    . You can continue adding additional services to your cart if necessary.
  5. Once you are ready to purchase, select
    VIEW CART
    . Alternatively, you can select
    MY CART
    .
  6. The Shopping Cart page shows you a summary of everything in your cart. You can also make modifications, remove items, and create favorites.
  7. Select
    CHECKOUT
    .
  8. Review your order. If you are satisfied, then select the two checkboxes to acknowledge the terms and conditions. Next, select
    PROCEED TO PAYMENT INFORMATION
    .
  9. On the
    Payment
    step, select your preferred payment type. You can select ACH (Bank Transfer), Credit Card, or Check. After you have entered the required payment information, select
    Submit Payment 
    Process Payment
    .
  10. Once the purchase is successful, you will get a
    Confirmation Information
    screen and an email notification. Purchased units appear in your FileRoom. You can view them under units remaining.
    Email confirmation