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My Firm Files Support Guides (if your file sharing account was set up before 8/22/2019)
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
Support
Creating a user account for a client
Set up a client with their own private home folder.
Written by
Support
Updated over a week ago
Setting up Automatic Notifications for My Firm Files
Set up notifications for you and your clients
Written by
Support
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
Support
Updated over a week ago
Uploading and downloading files
Send and receive files from your clients in My Firm Files
Written by
Support
Updated over a week ago
Help! Clients can see other clients' documents!
Written by
Support
Updated over a week ago
My Firm Files Client password recovery
Written by
Support
Updated over a week ago
My Firm Files additional storage
Written by
Support
Updated over a week ago
Email a link
Written by
Support
Updated over a week ago
Importing client accounts
Written by
Support
Updated over a week ago
View activity of a File
Written by
Support
Updated over a week ago
View Activity of a User
Written by
Support
Updated over a week ago
Filter Activity
Written by
Support
Updated over a week ago
Set folder permissions
Written by
Support
Updated over a week ago
Set client permissions
Set up/edit what clients have permission to do (upload, download, read-only, etc.)
Written by
Support
Updated over a week ago