Find a folder or file in ClientFlow
Search for a specific folder or file published to your ClientFlow portal.
- Sign in to NetClient CS, then selectClientFlowin the navigation pane.
- Select
to open the ClienFlow Home screen. - The ClientFlow Home screen lists top-level folders for each client you have access to. Enter any part of the client name or client number in theFindfield to locate the folder that matches your search terms.
- After you open a ClientFlow folder in the ClientFlow Home screen, you can search for files. In theFindfield, enter search terms that match any of the columns in the screen. For example, you can enter any part of the file description to find the files that match your search criterion.tipSelect
to go back to the previous folder.