![]() ![]() So let's share out the director's resolution. ![]() Go to documents and we'll go to all documents. This means that no events, notes, documents, or custom fields on this file are currently shared through the portal.įirst of all, let's share out a document on the file. And you can see that the portal has not yet been enabled. Now at the bottom of the file fax, on the left hand side, there's a portal icon. So again, the person you wish to share with has to be the client on the file or have a client role on the file and they must have a valid an unique email address. So let's go back into files and again our Adderly share purchase. All right, now what we are going to do is we are going select the information on a file to share with our client. ![]() Okay so that's all there is to enabling the portal for the firm, and click OK. And it's going to show you what your logo's going to look like. Now you can preview your logo by clicking preview. You can tell I spent a lot of time on this. It's going to open up Windows Explorer and I'm going to go to where I have my fabulous logo. So your logo can be a gif, a jpeg, your typical image format. You see right here it says image will be resized to this. Now you can also customize it some more by adding your logo. And I am going to put Professional Legal Services. This allows you to customize the name for your firm, so it doesn't look generic. Now first we're going to check the box to enable the client portal. And you will see that we have under client portal, portal setup. And to enable the portal, we go into firm settings. To enable the client portal, you must be an Amicus admin. The first step is to enable the client portal for the firms. And you can set that up when you create these roles in your firm settings. Say you could have company client as a role as long as that role is specified as a client. Now does this mean that only this client can access information through the portal? No, the client contact can also have another role on the file. So let's go to our files module and let's take a look at our Adderly share purchase file. Now sharing information to your client, you can share file information with a contact who's role on the file is client. And as of end of April this year, 2018, Amicus anywhere and portal access will only be available for the current version of the program. Firm members using the client portal must have the ability to send and receive invites for the portal in their security profile. At least one firm member has to be currently using or has used Amicus anywhere at some point in the past. Clients can log into the portal through a web browser on any device, view the shared information, upload new documents, add notes, enter custom information, and view appointments and tasks on their files. We can grant specific clients access to particular files and selected documents, notes, custom fields, and events on those files. And this feature gives clients real time access to select Amicus file information through a secure online portal. Now the Amicus client portal opened another layer of collaboration with clients. And in this webinar, we'll learn how to enable the client portal for the firm, share selected file information to your client, invite your client to use the portal, and see how you and your client can configure and use that portal. The client portal allows firms to give clients secure access to selected information on their Amicus files. So in today's webinar, I'm going to give you an overview of the Amicus client portal. ![]() If you have any questions during the session, please submit them using the question feature in the go to webinar panel on the right side of your screen and I'll answer your questions at the end of this session. And because of the number or people on this webinar, all attendees are muted upon entry. My name is Dave Lamb and I'm a software trainer here at AbacusNext. Welcome everyone to our free Thursday webinar. If you would like to request a topic, please email View Transcript About Free Training Thursday: Since the start of 2017, we have been holding these free 20 minute trainings hosted by our industry-leading experts and innovators who will teach you about AbacusLaw, Amicus Attorney, ResultsCRM, OfficeTools, Abacus Private Cloud, and more. ![]()
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