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Client Management

Client portal setup

If you're licensed for the Client Management module and NetFirm CS, you can set up web portals for staff members and client contacts to share files with them securely
note
The NetClient CS portal service is billed on a monthly basis.
Follow these steps to set up a new portal.
  1. Go to
    Setup
    , then
    Clients
    , followed by
    Contact Info
     for your client.
  2. Enter the email address for your contact.
  3. Choose a
    Portal
     to link this Practice CS contact.
    tip
    Use
    Find
     to search for a portal.
  4. Select
    Actions
     then
    Add Portal
     if there isn't an existing NetClient portal.
Your contact receives an email after you save. At this stage, the portal has a status of
Unregistered
 and can't be used for file transfers until the contact completes registration.

This article applies to:

  • Product: Practice CS

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