All Collections
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)
Creating a user account for a client
Setting up Automatic Notifications for My Firm Files
Link your client area (My Firm Files) on your website
Uploading and downloading files
Help! Clients can see other clients' documents!
My Firm Files Client password recovery
My Firm Files additional storage
Email a link
Importing client accounts
View activity of a File
View Activity of a User
Filter Activity
Set folder permissions
Set client permissions