Sage Client Portal User Manual : simplebooklet.com

Contents 
Client Portal 3 
Accessing the Client Portal via a Web browser ... 3 
Logging into the Client Portal ......................... 3 
Accessing on-line help ................................... 6 
Linking to another Group login ....................... 6 
Uploading documents .................................... 7 
Assigning a category to a document .............. 9 
Viewing and signing a document ................. 12 
Sending an email message to the document 
owner ........................................................... 16 
Managing the Client Portal ................................. 18 
Viewing the status of your Client Portal 
logins ............................................................ 18 
Customising the Client Portal ....................... 20 
Index    32 

Client Portal

The optional Sage HandiSoft Client Portal module

provides a convenient and secure method of

transferring documents. Where previously you would

have to either physically transfer documents or attach

them to emails, you and your can now simply upload

them to the Client Portal, from where they can be

downloaded, edited and signed.

Accessing the Client Portal

via a Web browser

Logging into the Client Portal

You can log into the Client Portal from any location via

a web browser.

1. Click on the link in the activation email to open the

Client Portal Login page.

2. Type in your Client Portal Group login User name

and Password, and click Login.

3. If the Group login you used is linked to more than

one Portal user, on the Select Portal Area page,

click on the user whose Web Portal area you want

to open.

Figure 1: The Select Portal Area page

The Client Portal Document Listing page will

open.

Figure 2: The Document Listing page

The Document Listing page lists the documents

that have been uploaded to the Client Portal.

4. You can search for a document by selecting a

search object, entering search text, and clicking

.

The documents matching your search text will be

listed.

5. To clear your search text, and display all the

documents, click the cross as shown below.

Accessing on-line help

You can access on-line help by clicking in the top

right corner of the Client Portal pages.

Linking to another Group login

Once you have logged into the Client Portal using

your linked Group login, you can link your Portal user

area to another Group Portal login.

1. Login to the Client Portal using the Group Portal

login to which your Portal user area is linked.

2. If the Group login you used is linked to more than

one Portal user, on the Select Portal Area page,

click on the user whose Web Portal area you want

to open.

3. On the Document Listing page, click to open

the Link to Portal Login page.

4. In the User name and Password fields, enter

user name and password for the Group Login to

which your Portal user area is to be linked.

5. On the Attention page, click Yes to confirm the

link.

Uploading documents

It is possible to upload documents to the Client Portal

from any location via a web browser.

1. Log into the Client Portal Document Listing page.

Figure 3: The Document Listing page

2. To upload a document to the Client Portal, click

to open the “Upload File” window.

3. In File Name, click Browse to select the

document file to be uploaded.

4. If necessary, type in a comment about the

document.

5. Click Upload to upload the document to the Client

Portal.

The document will be added to the Document Listing

page, with a Status of ‘Document Uploaded’.

You will receive an email message informing of the

event.

Assigning a category to a document

You can categorise documents in the Client Portal, to

enable filtering for searches.

1. Log into the Client Portal Document Listing page.

2. Click on the document to which you want to

assign a category, to open the “Document Details”

window.

Figure 4: The "Document Details" window

3. To assign a category to the document, click

next to the Category Name field.

4. In the “Categories” window Category Name field,

either select an existing category or type in a new

one.

5. Click Select to assign the category to the

document.

When you search for a document, you can select a

category to search on.

Viewing and signing a document

Once a request for signature has been issued, you will

receive an email with instructions for downloading and

signing the document.

Do the following to view and sign the document.

1. Click on the link in the email to open the Client

Portal Login page.

2. Type in your Client Portal User name and

Password, and click Login to log into the Client

Portal Document Listing page.

Figure 5: The Document Listing page

3. The document requiring a signature is marked by

. Click on it to open the “Document Details”

window.

The Signature Requested field will show that a

signature has been requested for the document.

4. Before you can sign the document, click to

download it.

5. Click Ok to the Download File message.

6. After viewing the document, you can click to

sign it.

7. On the “Electronic Signature” window, click Sign

Document.

The “Document Details” window, Downloaded

and Signed fields will show the dates that the

document was downloaded and signed.

Your accountant will receive an email informing you

that the document has been signed.

Sending an email message to the document

owner

You can send an email message to the owner of a

document in the Client Portal.

1. Log into the Client Portal Document Listing page.

Figure 6: The Document Listing page

2. Click on the required document to open the

“Document Details” window.

3. To send an email to the document owner, click

4. On the “Email Document Owner” window, type on

your message and click Send.

Tip: Select the Email Copy to Me checkbox to

send a copy of the email message to your email

address.

5. Exit from the “Document Details” window

The document owner will receive an email with your

message.

Managing the Client Portal

Your Admin login user can customise the Client Portal

and view the status of all your logins.

Viewing the status of your Client Portal logins

Your Admin user is able to log into the Client Portal to

perform administrative tasks.

1. Click on the link in the activation email your Admin

user received to open the Client Portal Login

page.

2. In the User name and Password fields, enter

‘Admin’ and your password.

3. Click Login to access the Client Portal Admin

page.

Figure 7: Client Portal Admin page

4. To view the list of your Client Portal logins, select

User List.

5. To view details of a login, either double-click on

the user in the list or click on the user and click

Details at the bottom of the page. The “User

Details” window will open.

Figure 8: The "User Details" window

6. To Log out of the Client Portal, click the Log Out

button.

Customising the Client Portal

Your Admin user can customise the Client Portal for

your firm by doing the following:

 Uploading an image file for your company logo

 Specifying the URL of your company website

 Editing the content of the message box displayed

when a user clicks Contact Us

 Editing the contents of emails sent by the Client

Portal to clients and users

1. Click on the link in the activation email your Admin

user received to open the Client Portal Login

page.

2. In the User name and Password fields, enter

‘Admin’ and your password.

3. Click Login to access the Client Portal Admin

page.

Figure 9: Client Portal Admin page

4. To view the list of the Client Portal content, select

Content.

To select a Company Logo image file

1. To select an image file for your company logo,

either double-click on the CompanyLogo line, or

click on the CompanyLogo line and then click

Edit at the bottom of the page.

2. On the “Edit Image Content” window, click

Browse… to select the file name of your company

logo image.

Note: The file name must have a.jpg, .gif or .jpg

extension, and its size must not exceed 64 KB.

Figure 10: The "Edit Image Content" window

The “Edit Image Content” window displays the

current logo image, which you are replacing.

3. Click Upload to upload the image file to the Client

Portal and close the “Edit Image Content” window.

When you next refresh the Client Portal page, your

newly uploaded logo image will appear at the top

right.

To enter your Company Web Address

You can specify the URL of the Web page that will

open when a client clicks your firm’s Home Page link.

1. Either double-click on the CompanyURL line, or

click on the CompanyURL line and then click Edit

at the bottom of the page.

2. On the “Edit External Link” window, type the URL

of your firm’s website Home Page.

Figure 11: The "Edit External Link" window

3. Click Save to save your entry and exit the

window.

When you click on your company logo, the web page

specified in the URL you entered will open.

To edit the content of the Contact Us

message box

Caution: Do not attempt to do this unless you have a

good knowledge of HTML coding. If you have any

doubts, please contact Sage HandiSoft Support.

1. To edit the content of the message box that is

displayed when a client clicks Contact Us, either

double-click on the ContactUsSent line, or click

on the ContactUsSent line and then click Edit at

the bottom of the page.

2. On the “Edit MessageBox Content” window, you

can edit the Heading and Message Body of the

text box that is displayed when a user clicks

Contact Us at the bottom of the page. You can

include keywords that are replaced by Client

Portal values.

As an example, the highlighted text has been

added as shown below.

Figure 12: The "Edit MessageBox Content" window

Tip: To insert a keyword, right-click to make a

selection.

3. Click Save to save your changes and close the

window.

When a client submits a message via the Contact Us

link, they will receive a message as shown below.

To edit the content of the Client Portal

emails

Caution: Do not attempt to do this unless you have a

good knowledge of HTML coding. If you have any

doubts, please contact Sage HandiSoft Support.

1. To edit the content of a Client Portal email, either

double-click on the required email message, or

click on the message and then click Edit at the

bottom of the page.

2. On the “Edit Email Content” window, you can edit

the Subject and Message Body of the email sent

by the Client Portal. You can include keywords

that are replaced by Client Portal values.

As an example, the highlighted text has been

added, as shown below.

Figure 13: The "Edit Email Content" window

Tip: To insert a keyword, right-click to make a

selection.

3. Click Save to save your changes and close the

window.

In this example, the following email will be sent when

a client uploads a document to the Client Portal.

To restore Client Portal email templates to

their default content

In the Content list, all entries with ‘Email’ in the Type

column are email templates.

 Emails sent from your practice have a Name

prefixed with ‘DocSentBywebservice’.

 Emails sent from the client to your practice have

a Name prefixed with ‘DocSentBywebapp’.

1. To restore a Client Portal email template to its

default content, either double-click on the required

email message, or click on the message and then

click Edit at the bottom of the page.

2. On the “Edit Email Content” window, click

Restore Defaults.

3. On the “Restore Defaults Alert” window, click Yes

to confirm the change.

The template will be changed to its default content.

Index

C

Client Portal

assigning a category

16

Contact Us message

box content 24

email content 25, 26

emailing to document

owner 19

logging in 13

logins' status 20

selecting company

logo 22

selecting company

URL 23

signing documents

17

uploading documents

15