ISSUE:
How do I add a new client user to DMS and then the portal
RESOLUTION:
The steps below will outline how to set up a client email address in DMS so that documents uploaded to the portal will notify them directly. They will then be able to download or read those document directly from ShareFile
- Navigate to the correct DMS Client site and Year library
- Once in the correct library, select Portal Tools > Portal Setup > Setup From Client
- When the Setup From Client Folder Administration screen appears, Select Add User
- Enter the Client email address, First Name, Last Name, Company. Also, make certain to select the Notify Upload box
- Select Save to accept the new or changed information
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Important: You must select Commit Changes to Portal to push the newly added or changed information to ShareFile
- The newly added client will receive an email indicating that they have been added
- The newly added client will need to select the Activate Link in the email they receive to set up their account
- Once they activate their account, they will be able to review the documents that were uploaded to the portal