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ClientFlow

Create a new NetClient Portal through GoFileRoom's ClientFlow

Your firm can publish documents to a NetClient portal your clients can access using GoFileRoom's ClientFlow. Your clients can also securely upload documents to your firm in this portal. Follow these steps to create a new NetClient portal:
  1. Sign in to GoFileRoom as an administrator or with an account with privileges that allow you to manage users.
  2. Select
    Administration
     from the GoFileRoom toolbar.
  3. Select
    Manage Users and Groups
     and then go to the
    ClientFlow Users
     tab.
  4. Select a user from the dropdown and then enter their Login and Full Name.
  6. Go to the Add Clients section and then enter the
    Client Name
     and
    Client Number
     you want to link to the ClientFlow user. You may select multiple clients.
  7. Select
    ADD
    .
  9. Optional:
     If you've set up ClientFlow security groups, you can add your client to one. Select the group and then select add group to make the client a member of that group.
  10. Select
    Save
    .
  11. Your client will receive an email asking them to create a login and register the portal. If your client does not receive the email, have them check their spam folder or choose
    Resend activation email
    . When your client logs in to their NetClient portal, the ClientFlow link will be available in the navigation pane.
The ClientFlow link will be in the navigation pane when your client signs in to their NetClient portal.

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