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Client Management

Send files to a contact

Use the file transfers feature in Practice CS to send files to contacts via portals in NetFirm CS. The files are sent securely, and the recipient receives an email message with instructions for retrieving the files.
To send files to a contact, follow these steps.
  1. Select
    File
    , then
    Send Files to Contact
    .
  2. In the
    From Staff
     field, select the staff member sending the files. This field fills automatically with the name of the staff member currently logged into Practice CS, but you can select a different staff member if necessary.
  3. In the
    To
     field, select the contact you want to send the files to.
    • The contact must have a valid email address entered in Practice CS.
    • If the contact isn't yet entered into Practice CS, right-click and select
      Add Contact
      .
  4. If applicable, select the client, staff member, or office the contact is associated with in the
    Of
     field.
  5. In the
    Subject
     field, enter text for the subject line of the email message.
  6. Using the dropdown following the
    Subject
     field, select whether to deliver the message body securely or include the message in the body of the email. Secure messages can only be read by contacts in their portals in NetFirm CS.
  7. Enter a message to the contact in the text field.
  8. Select
    Add Files
    , then go to and select the file to send. Select
    Open
     to add the file to the file transfer.
  9. Repeat the previous step until all files have been added.
  10. Mark the
    Signature Required
     checkbox for each file that requires an electronic signature.
  11. Select
    Send
    . If the selected contact is already associated with an active portal, Practice CS immediately sends the message and transfers the files to the contact’s portal.
  12. If no portal exists for the contact, choose one of the following options:
    • Help me find and use an existing portal
       - Opens the Find Portal window, where you can search for an existing portal associated with the contact or add a new one. If you find an existing portal, select it then
      Select
       to continue. The contact will receive an email message that the files have been sent.
    • Add a portal for NetClient CS
       - Immediately creates a new portal in NetClient CS for the contact. The contact will receive 2 email messages: a welcome message with instructions for registering the new portal and signing in, and a notification message about the files being sent.
    • Add a temporary portal for NetClient CS
       - Immediately creates a new temporary portal in NetClient CS for the contact. The contact will receive 2 email messages: a welcome message with instructions for registering the new portal and signing in, and a notification message about the files being sent.

This article applies to:

  • PRODUCT: Practice CS

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