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)

6 articles in this collection
Written by Liz Swabey-Keith

Request a signature for documents in My Firm Files

Written by Liz Swabey-Keith
Updated over a week ago

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