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NetFirm CS administration
ClientFlow leverages the portal system in NetFirm CS to make communication and data sharing with your clients safe and convenient.
To make that process work smoothly for your clients, you can take the following steps in NetFirm CS.
Configure NetClient CS notifications
Your firm’s NetFirm CS administrator can customize the template for email notifications using their NetStaff CS sign-in with administrator permissions. An optional but highly recommended step is to configure NetClient CS notifications.
note
- Add links to mobile apps.
- Download the mobile app for your iPhone or iPad, or visit the App Store on your device and search for NetClient CS.
- Download the Android mobile app, or visit the Google Play Store on your device and search for NetClient CS.
- You can customize the mobile app. However, at this time, the ClientFlow mobile app can be used to view files only, but not to upload files by taking a picture with a cell phone.
Develop terms and conditions
Another optional but highly recommended part of portal registration is to have your clients accept your firm’s terms and conditions for portal usage. Your firm can develop specific Terms and conditions to help mitigate some liability.
Customize templates
Your firm can customize email notification templates to send to your clients when they forget their password or get locked out of NetClient CS. This step is optional but recommended.
Customize the client's view
We recommend you to customize the portal login screen that your clients observe when they sign in to their portal.
Many firms choose to include the NetClient CS and NetStaff CS sign-in screens directly on their website.
To do this, have your website administrator insert the appropriate code in the source code for your firm’s website.
View a portal as a client
It's helpful for some of your staff members to have the ability to view portals as the clients see them so that they can answer any questions that your clients may have.
To do this, those staff members will need to be set up as NetStaff CS users and given proper permissions.
Add links and news to the client's portal
Another NetFirm CS option that you may want to set up for your clients is to add links and news on the client portals.
This article applies to:
- Product: GoFileRoom