The Private Documents area of the Client Portal allows you to send Client Specific documents securely to your Clients and build a Folder structure if you require it. It also allows your Clients to sent documents securely back to you.
Adding Folders
You may wish to replicate a Folder Structure within the Client Portal like your Client Files.
To do this, go to the Setup area of Fastrak and Client Logins. If this is not available, please raise a Support Ticket to get this area added to your profile.
The folder structure is Client specific and can only be added to Registered Clients.
Access the Registered Clients area of the Client Logins tab. At the right-hand side you will see a visit portal hyperlink for each client.
Click on the link next to the client that you wish to work on and their instance of the Client Portal will open. On the Menu Bar go to Private Documents.
To start creating your Folder Structure click on Add Folder and the following will open. Simply add a name for the folder in the available field. You can then continue to add other folders.
Adding Files
You add files in the same way as folders, but you have the option of whether to add a file within a folder or as a standalone option.
To add a file as a standalone, simply go to the Private Documents area and click on Add Files. Point the system to the location of the document that you wish to upload by clicking on the Choose Files button. Select the file and hit OK. This may take a short time to upload.
To add a file within a folder you need to select the folder first by clicking on the folder's name/icon
Then, from within that folder you can add files or further folders, as you wish.
Upon clicking Add Files, you will be presented with a dialog box that looks like this.
Clicking 'Choose Files' should open a standard file selection dialog window, and once selected the file (or files) should be indicated in the Upload Files dialog box.
Once files are chosen, click the OK button to upload them. Once uploaded, they should be reflected on the client portal Private Documents area.
Your Clients can use the same functionality to upload documents for you to view. In both cases notification emails will be sent so that you know a new document has been uploaded.
