The file can then be uploaded to the clients folder to be retrieved by the client. If the file needs to be sent back to the client then a portal account needs to be setup if one isn’t already. The file(s) are then sent to the firm member that the client specified when filling out the form.Īll documents are initially located in the firm members My Documents folder.Īny of these files can now be downloaded. Fill out the small form with their name, the Firm User the file is being sent to, the subject, and any message.ģ. If you do not currently have a Portal Account, you may register for one here. Alternatively, you may also login to our Secure Client Portal to send us a file. Click the “Launch” or “Send Us a File” buttonĢ. The selected firm member will be notified once your file upload is complete. How your clients use the SecureSend page:ġ. When you need a file sent quickly and securely from a client just direct them to your new SecureSend page. Don’t forget to hit publish to make the changes show on your live site.Ĥ. If you are unsure, you might consider adding under your Resources section.ģ. Move the page to where you want it located. I will setup secure nextcloud server for you. With nextcloud you can control all of your data, all the time at any place. (If you have never added a page to your website, check out the help section on how to add a page):Ģ. If you concerned about your privacy and don’t want to share your personal/Business data on any online storage solution then Nextcloud is the best solution for you and your business. Add the page titled “SecureSend to your website. Here is how to add the page to your website and start using SecureSend right awayġ. To enter our secure portal, click on the login button. You also have access to your healthcare information. The SecureSend (previously known as QuickSend) feature is perfect for these situations. Coordinated Care offers many convenient and secure tools to assist you. When you need to get a file from a client fast, you may not have time to set them up with a portal account.
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