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This article applies to:

  • Product: GoFileRoom

Link GoFileRoom ClientFlow to existing NetClient portal

You and your clients can share documents online using a secure GoFileRoom ClientFlow portal. If your client has a NetClient portal, follow these steps to link ClientFlow to it.
note
If your client doesn't have a NetClient portal, you can create a new one.
  1. Sign in to NetFirm with an account that has NetClient administration privileges.
  2. Select the user you want to add ClientFlow to.
  3. Note the user's email address, first name, and last name.
  4. Sign in to GoFileRoom as an administrator or with an account with privileges that allow you to manage users.
  5. Select
    Administration
     from the GoFileRoom toolbar.
  6. Select
    Manage Users and Groups
     and then go to the
    ClientFlow Users
     tab.
  7. Create a new user with the information you noted in step 3.
    tip
    • The last word entered will be used as the user's last name.
    • The Full Name field has a maximum of 30 characters.
    • You can also create a listing that shows first name, last name, and email address needed in NetClient by running the User Accounts report.
  8. Go to the Add Clients section, select
    Add clients
     and then select the
    Client Name
     and
    Client Number
     you want to link to the ClientFlow user. You may select multiple clients at a time.
  9. Select
    ADD
    .
    note
    This account will only have access to documents the firm publishes for the client(s) you select.
  10. Optional:
     If you've set up ClientFlow security groups, you can add your client to one. Select assign groups and then select a group to make the client a member of that group.
  11. Select
    Save
    .
The ClientFlow link will be in the navigation pane when your client signs in to their NetClient portal.

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