My Firm Files Support Guides (if your file sharing account was set up before 8/22/2019)

Step by step instructions on our secure file sharing (My Firm Files)

14 articles in this collection
Written by Liz Swabey-Keith

Creating a user account for a client

Set up a client with their own private home folder.

Written by Liz Swabey-Keith
Updated over a week ago

Setting up Automatic Notifications for My Firm Files

Set up notifications for you and your clients

Written by Liz Swabey-Keith
Updated over a week ago

Link your client area (My Firm Files) on your website

Put a link on your website for My Firm Files!

Written by Liz Swabey-Keith
Updated over a week ago

Uploading and downloading files

Send and receive files from your clients in My Firm Files

Written by Liz Swabey-Keith
Updated over a week ago

Help! Clients can see other clients' documents!

Written by Liz Swabey-Keith
Updated over a week ago

My Firm Files Client password recovery

Written by Liz Swabey-Keith
Updated over a week ago

My Firm Files additional storage

Written by Liz Swabey-Keith
Updated over a week ago

Email a link

Written by Liz Swabey-Keith
Updated over a week ago

Importing client accounts

Written by Liz Swabey-Keith
Updated over a week ago

View activity of a File

Written by Liz Swabey-Keith
Updated over a week ago

View Activity of a User

Written by Liz Swabey-Keith
Updated over a week ago

Filter Activity

Written by Liz Swabey-Keith
Updated over a week ago

Set folder permissions

Written by Liz Swabey-Keith
Updated over a week ago

Set client permissions

Set up/edit what clients have permission to do (upload, download, read-only, etc.)

Written by Liz Swabey-Keith
Updated over a week ago