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My Firm Files Support Guides (if your file sharing account was set up after 8/21/2019)
My Firm Files Support Guides (if your file sharing account was set up after 8/21/2019)
Step by step instructions on our secure file sharing (My Firm Files)
5 articles in this collection
Written by
Liz Swabey-Keith
Set up automatic notifications for My Firm Files
Set up a rule for you and/or your client to be notified when there is a new document
Written by
Liz Swabey-Keith
Updated over a week ago
Getting Started with My Firm Files
Create users, set up a folder for them, and share files.
Written by
Liz Swabey-Keith
Updated over a week ago
Create a new user
Create a new user
Written by
Liz Swabey-Keith
Updated over a week ago
Create/assign a home folder for a user and share it with them
Create a folder for a user to put their documents in
Written by
Liz Swabey-Keith
Updated over a week ago
Sharing files with clients
Share documents with clients
Written by
Liz Swabey-Keith
Updated over a week ago