Digital File - Client Login
After posting an item to your client's Private Client Site
we recommend that you notify your client of the new Private
Client Site availability.
To send a notification to a contact simply do the
following:
- Click to select your client that is displayed on the
Contact List in ContactManager
- Click the Send Email toolbar icon.
A dialog will appear containing a default email message.
Give this message a subject, tailor this message to suit
your needs, then press OK when you're ready to notify your
contact that the item has been posted.
- The new contact will receive an email with a link to
his PCS page:
The new contact will create a password and have access to
the item you posted to your client's Private Client Site.