Client Portal: Configuring Default Folders and Access Levels for Files Sent via Print/Send

To streamline the organization and access of files sent via Print/Send into the Portal, utilize the Tools - Client Portal feature to configure designated folders to store the different type of files. This allows you to efficiently configure where documents such as Invoices, Statements, Mass Mailings, and Collection Letters are stored within the Portal. Follow these steps to set up default folders and adjust access levels according to the firm's needs.

1. Tools - Client Portal: 
   Within the Client Portal section, access the 'Settings' tab. This is where you will configure the Default Folders.

   • Configure Default Folder Names:

     • There are four Default Folders based on the Print/Send functionality: Invoices, Statements, Mass Mailings, and Collection Letters.
       If your firm decides that a specific folder is not required, leave the folder name empty to prevent its creation.
       
       

   • Understanding Folder Clearance Levels:
     The folder clearance level determines who can view the folder and its contents. When assigning roles to the invited users, ensure that each role is assigned a clearance level. Users with roles matching or exceeding the folder's clearance level will have access to both the folder and its contents. Role permissions apply only when the role's clearance level matches or exceeds the folder's level.
     Consider clearance levels as indicators of folder sensitivity, ranging across ten levels:
     • From: Level 1 - Non-Sensitive
     • To: Level 10 - Confidential
       
       
   • Updating Existing Folders: 
     Choose whether to apply the folder names and clearance levels to all existing Client Portal folders, or only to new clients who do not yet have portal folders configured.
     • 'UPDATE EXISTING FOLDERS' to apply new names and access levels across all Client Portals.
     • 'LEAVE EXISTING FOLDERS UNCHANGED' to maintain current folder configurations.

By following these steps, you can efficiently manage the Default Portal Folders used for Print/Send files.

Discover the features of the Client Portal through the YouTube playlist: Client Portal - TPS Cloud Axis 

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• TPS Cloud Axis Portal - Audit Log 

Sincerely,

axis_support@tpssoftware.com
Toll-free: 1- 888-877-2231

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