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

1. Navigate to the correct DMS Client site and Year library
   
   
2. Once in the correct library, select Portal Tools > Portal Setup > Setup From Client
   
3. When the Setup From Client Folder Administration screen appears, Select Add User
   
   
4. Enter the Client email address, First Name, Last Name, Company. Also, make certain to select the Notify Upload box
5. Select Save to accept the new or changed information
   
   
   
6. Important: You must select Commit Changes to Portal to push the newly added or changed information to ShareFile
7. The newly added client will receive an email indicating that they have been added
8. The newly added client will need to select the Activate Link in the email they receive to set up their account
9. Once they activate their account, they will be able to review the documents that were uploaded to the portal