Digital File - Private Client Site

The PortalsXpress Private Client Site is an advanced document management feature that allows you to share documents in a location where the contact can access that information in a secured environment. By using "Secured Socket Layer Encryption" and state of the art firewalls, you and the contact may post, view and retrieve information securely. Using the private client site, you and the contact can actually manage documents without having to meet in person. If you want the contact to fill out a form, you simply place that form out on the private client site and send an email, inviting the contact to complete the form. Once your contact receives the message, the form is just one click away. When the contact submits the completed form you will get an automated notification informing you that the form is ready for your retrieval.

Post an item to the private client site, using one of the following methods:

• Posting a Digital Item
  • From within the contact's digital file, select the item you wish to post.
  • Cut or copy-as-shared the item to the clipboard using the toolbar icon or right-click menu.
  • Select the folder named Private Client Site.
  • Paste the item using the toolbar icon or right-click menu.
  • Click the Send Email toolbar button.
    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.
• Posting one or more documents stored on your local computer
  • From within the contact's digital file, select the folder named Private Client Site.
  • Click the Insert Digital Item toolbar button.
  • Select the document(s) using the dialog box that appears and click OK.
  • When the import completes, Click the Send Email toolbar button.