ClientFlow integration with NetClient CS

GoFileRoom ClientFlow integrates with NetClient CS to provide you and your clients with a secure and personalized location through which you can exchange documents, gather financial data, and access applications.
After you set up NetClient CS and ClientFlow, ClientFlow provides:
  • Your clients a convenient and safe way to upload their documents directly to GoFileRoom through their Netclient CS portals.
  • Reports to review client mapping and sign in history.
  • Tracking of documents and their status.
  • Email notifications for your NetClient portal users.
To set up the integration between ClientFlow and your NetClient CS users you'll need to assign publishing permissions and set up mapping to NetClient CS.

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