Emochila Secure File-Transfer Tutorial

How to Setup Client Folders and Accounts

This tutorial will walk you through setting up folders and accounts for clients on your on your Emochila File Transfer System
Begin by logging in through your website.
Click on the "Client Accounts Button".

Use the your Login Name and Password to Enter.

Step 1

First you will either see your Document Depot or a Welcome screen. If you find the "Document Depot" then skip to step number 2.

If you are on a Welcome screen, then find the "Documents" menu at the top of the page and select the "Document Depot".

Step 2

Once you are in your Document Depot you will find 3 Menus labeled "Folder...", "File.." and "View..." below the words "Document Depot" and above a list of Folders. Click on the Available Folders top level folder before creating a new folder.
IMPORTANT: ensure that you have clicked on the Available Folders top level folder on the left hand side before creating a new client folder. Failure to do so will allow the client assigned to the parent folder to view the contents of the new folder, even if the new folder is moved or the parent folder changed later. If you inadvertently create a subfolder, delete it and create another folder, do not attempt to fix it.

Click on the "Folder..." menu and select "Add Folder".
IMPORTANT: ensure that you have clicked on the Available Folders top level folder on the left hand side before creating a new client folder. Failure to do so will allow the client assigned to the parent folder to view the contents of the new folder, even if the new folder is moved or the parent folder changed later. If you inadvertently create a subfolder, delete it and create another folder, do not attempt to fix it.

You will see a new "Add Folder" page with a field for you to write the name of the folder. This will be a file folder for one of your clients so you should name it accordingly and then click the save button at the bottom of the page. In the example below, "John Smith" is the name of the client.

Step 3

Once you have a folder ready for a new client, the next step is to set up an account. First find the "Contact" menu at the top of the page and then select "Contact Manager".

Once you are in the Contact Manager, you should find the "Contact..." menu located below the words "Contact Manager". Select "Add Contact".

First you should select a folder, and if you have not created a folder in the "Contact Manager" then your only option will be the "_Unsorted" folder.

Note: Folders in the Contact Manager are solely for organizational purposes and should not be confused with the Document Depot folders. You can also create folders in the Contact Manager by using the "Folder..." menu.

Next you should fill in information about the client. Since this is for your records only, you are only required to provide a name.

Next you should click on the user tab and click on the "Grant User Privileges" button.

Now you will assign a Login Name (ID) and Password for your client.

You should also find the "Start Page" menu below and select "Document: Document Depot".

Now select the "Access" tab. There you may give your client the ability to "Change Password", change the "Look and Feel" and access the "Preferences" by checking the corresponding boxes under the "Available Pages" section. However, these 3 choices are optional.

Now scroll down until you find the "Document Depot" section. Now check the "Document Depot" box under the "Available Pages" section. Then click on the "Is notified on folder update" under the "Notifications" sections. Then find the "Available Folders" section and click in the "Write" and "Read" boxes next to the corresponding folder name. In the example below, we are giving our client "John Smith" access to his individual folder in the Document Depot. Finally, press the "Save" button at the bottom.

Congratulations! You have successfully created your first Client Account. Your client can now log on to your File Transfer System and upload and download files to his folder.

If you are still having trouble, you can check out our Frequently Asked Questions regarding the Emochila File Transfer System. Alternatively, you can give us a call at (866) 340.5652 and we can help you over the phone.

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