How to Use Your New Online Client Vault
|
|
- Gerald Osborne
- 2 years ago
- Views:
Transcription
1 How to Use Your New Online Client Vault
2 Table of Contents I. Getting Into Your Vault 3 How to Sign In 3 First Time Setup 4 II. Finding Your Way Around the Vault 5 Managing Your Vault s Contents 6 Creating New Folders 7 Changing Your Password 7 III. Using Your Vault 9 How to Upload Files 9 Leaving a Note 10 How to Create a Direct Link to a Folder 11 Adding Website Links to Your Vault 12 IV. Have Additional Questions? 13 2
3 I. Getting Into Your Vault How to Sign In To begin using our new client vault, you must first sign in. You can get to the log in page in three ways: 1. You can check your Inbox for an entitled ShareFile Login Information. That will contain both the link to the log in page and your temporary password (which you ll need to first log in). 2. You can go directly there by clicking on this link: https:// pinnacleadvisorygroup.sharefile.com/ 3. You can go to Pinnacle s website (www.pinnacleadvisory.com), find the CLIENTS tab on the menu bar in the upper right side of the screen, and click on that. Once you follow the link, you ll be taken to a page that looks like this: Enter your address in the field, and your temporary password in the Password field (you ll find the password in an sent to you entitled, ShareFile Login Information ). Then click Log In. 3
4 First Time Set Up The first time you log into your private vault, you ll be asked to choose a new password: Enter your first and last name, then your new password. After that, choose the correct time zone for your location, and select your preferred display format for time and day. Once you ve done that, click Save. (You will only have to go through this setup screen once.) 4
5 II. Finding Your Way Around Your Vault After logging into your vault, you ll be taken to a screen that has the name of your Wealth Manager at the top, as well as your own private client folder beneath that: Click on your folder to go to your main vault directory, which will look like this: There are five folders in your main vault directory: Billing Reports, Client Services, Financial Planning, Portfolio Reports, and Taxes. Here s a brief description of what you might find in each: Billing Reports: Here, your Operations Associate will upload your Billing Reports, which come out three times a year. Client Services: In this folder, you and your Operations Associate can place any documents that you need to share or deliver to one another (forms you may need to fill out, for example). 5
6 Financial Planning: Here, your Wealth Manager can place your financial plan, or any other documents or files related to planning. You can put any files here that you d like to share with your Wealth Manager, as well. your Portfolio Reports: In this folder, you ll find reports on the make-up and performance of investment portfolio. Taxes: Here you ll find documents relevant to your tax situation. To open any folder, simply click on its name. As an example, here s a look inside the Billings Reports folder. (This folder will fill up.) Managing Your Vault s Contents To open a file, click on the name. If you d prefer to download it to your computer, for printing or for later reading, click in the checkbox to the left of it, and then click the Download button. To rename a file, click the checkbox, then click the More Actions button, and select Edit. You ll then have the opportunity to choose a new name for the file. To move a file to a different folder, click the checkbox, then click the More Actions button, and select Move. You ll see a list of your folders on the right side of the screen. Select the folder to which you d like to move the file (it will turn yellow), and then click Move. Finally, if you want to delete a file, click the checkbox, then click the More Actions button, and select Delete. Creating New Folders 6
7 It s easy to create subfolders within the five main folders. Simply open the folder in which you d like to create a subfolder by clicking its name, and then click the Add Subfolder button. When the Add Folder window appears, enter the name of the folder you d like to create, and click Create Folder. Your new folder will now appear right where you created it. Changing Your Password You can change your password any time you like. Simply click on the My Settings link in the upper right corner of your screen (just under the Search window). That will bring you to the My Settings page Choose Change Password from the menu on the right, to bring up the Change Password window: Enter your old password, and then the password you d like to change it to. Enter the new password again in the Confirm Password window, and click Save. 7
8 III. Using Your Vault Your new client vault will not only be a place for your Operations Associate and Wealth Manager to place files and documents, but it also gives you the opportunity to upload files and leave notes for them. How to Upload Files To upload a file, open the folder in which you d like to leave the file by clicking on its name. Once you re inside the correct folder, click Upload Files. This window will open: You may then either drag the file (or files) you d like to upload into the DRAG FILES HERE window, or click the Choose Files button, select the file (or files) from your computer s directory, and click Open File. Once all the files you d like to upload are listed in the window, click Upload Files. 8
9 Leaving A Note You may occasionally want to leave a note in one of the folders for your Operations Associate or Wealth Manager, to ask a question or to explain a document you ve uploaded. Or maybe you want to leave a note for yourself, as a reminder (or for any other reason). To do so, open the folder in which you d like to create the note by clicking its name, and then click the Add Note button on the right side of the screen. That will bring up the Add Note window: Give the note a title, and then in the Details window, write your note. If you d like to a notification to your Wealth Manager and Operations Associate, letting them know that you ve left a note for them, put a check in the users in this folder about the note box (if you re just leaving a note for yourself, leave that box unchecked). Then click Add, and your note will appear in the folder. 9
10 How to Create a Direct Link to a Folder If you d like to send your Wealth Manager or Operations Associate to a specific folder in your vault, you can create a direct link to it. Open the folder to which you d like to create the link by clicking on its name, and then click the Get Direct Link button on the right side of the screen. That will bring up the Direct Link window: The direct link to your folder will appear highlighted in yellow. Either select and copy it, or click the copy to clipboard link to the right, and then press Close. You may then paste the link into an or other document, and send it to your Wealth Manager or Operations Associate. Once they click the link, they ll be taken directly to the folder you selected. 10
11 Adding Website Links to Your Vault You might want to add website links to to your vault, so that you can move quickly and easily between your vault and websites you visit often (a link to your Gmail account, or to pinnacleadvisory.com, for example). To do so, open the folder in which you d like the link to appear, and then click the Add URL button on the right side of the screen. That will bring up the Add URL window: Type in the Title you d like to give the link (this is the name that will appear in your folder), and then insert the website address in the URL field. Leave the users in this folder about the URL box unchecked (unless you want to the link to your Wealth Manager and Operations Associate) and then click Add. Your link will appear in your folder. If you click it, the new website will open in another tab or window in your browser. 11
12 IV. Have Additional Questions? If you have additional questions, or run into any problems with your vault, please or call your Operations Associate at We ll address the problem immediately. 12
Using Internet or Windows Explorer to Upload Your Site
Using Internet or Windows Explorer to Upload Your Site This article briefly describes what an FTP client is and how to use Internet Explorer or Windows Explorer to upload your Web site to your hosting
EDGETECH FTP SITE CUSTOMER & VENDOR ACCESS
EDGETECH FTP SITE CUSTOMER & VENDOR ACCESS 1. The EdgeTech FTP site is a web hosted site, not a true FTP site, remember to use http:// not ftp:// in the web address. IMPORTANT: Do Not use FileZilla or
Google Docs A Tutorial
Google Docs A Tutorial What is it? Google Docs is a free online program that allows users to create documents, spreadsheets and presentations online and share them with others for collaboration. This allows
OneDrive in Office 365
OneDrive in Office 365 OneDrive is a universal tool that allows you to upload and share documents with others. You can upload Word Documents, PDFs, Excel spreadsheets, images, and other Office files. Contents
OUTLOOK WEB APP (OWA): MAIL
Office 365 Navigation Pane: Navigating in Office 365 Click the App Launcher and then choose the application (i.e. Outlook, Calendar, People, etc.). To modify your personal account settings, click the Logon
Synergy. Synergy User Manual
Synergy Synergy User Manual About Synergy Synergy provides a web-based, centralized and secure solution for accessing and sharing content such as documents, files and presentations. Accessing Synergy To
Getting Started. Send a file in 3 easy steps Quickly organize and share your files
Getting Started Send a file in 3 easy steps Quickly organize and share your files Getting Started with Citrix ShareFile Welcome to ShareFile! You can use your ShareFile account to easily and securely exchange
Getting Started With Citrix ShareFile
Guide Getting Started With Citrix ShareFile Learn the basics of your ShareFile account. Plus, get the answers to some of our most frequently asked how-to questions. ShareFile.com Welcome to ShareFile!
Terminal Four. Content Management System. Moderator Access
Terminal Four Content Management System Moderator Access Terminal Four is a content management system that will easily allow users to manage their college web pages at anytime, anywhere. The system is
https://weboffice.edu.pe.ca/
NETSTORAGE MANUAL INTRODUCTION Virtual Office will provide you with access to NetStorage, a simple and convenient way to access your network drives through a Web browser. You can access the files on your
Note Google and YouTube may change the appearance of their sites from time to time, so the buttons or links may not always appear in the same place.
Uploading to YouTube and Posting in Blackboard This document will explain 1. How to upload videos from your computer to Youtube 2. How to obtain the URL (web link) or embed code for your video 3. How to
3dCart Shopping Cart Software V3.X Affiliate Program Guide
INTRODUCTION 2 SETUP THE AFFILIATE MENU LINK 2 UPLOAD BANNERS 4 ENABLE THE AFFILIATE PROGRAM 6 REGISTRATION PROCESS 7 APPROVE AFFILIATES 11 MANAGE ORDERS 12 MANAGE COMMISSION PAYOUTS 13 END YOU VE REACHED
How to install and use the File Sharing Outlook Plugin
How to install and use the File Sharing Outlook Plugin Thank you for purchasing Green House Data File Sharing. This guide will show you how to install and configure the Outlook Plugin on your desktop.
FTP-Stream Module: InstantShare End User Guide
FTP-Stream Module: InstantShare End User Guide InstantShare Overview InstantShare is an easy way to quickly share large files to external partners and to request them to send files back to you. But unlike
Getting Started Guide - Desktop
Getting Started Guide - Desktop 1. Sign Up PERSONAL OPENTEXT CORE ACCOUNT To get started sharing and collaborating on your files from a Mac or Windows browser, you ll need to sign up for your OpenText
AVTranz The Court Record Online (TCRO) Operating Instructions Vermont Court System
TCRO Operating Instructions 1 AVTranz The Court Record Online (TCRO) Operating Instructions Vermont Court System This document is intended to provide very clear instructions on how to upload content to
Rev. 06 JAN. 2008. Document Control User Guide: Using Outlook within Skandocs
Rev. 06 JAN. 2008 Document Control User Guide: Using Outlook within Skandocs Introduction By referring to this user guide, it is assumed that the user has an advanced working knowledge of Skandocs (i.e.
Outlook Web Access (OWA) User Guide
Outlook Web Access (OWA) User Guide September 2010 TABLE OF CONTENTS TABLE OF CONTENTS... 2 1.0 INTRODUCTION... 4 1.1 OUTLOOK WEB ACCESS SECURITY CONSIDERATIONS... 4 2.0 GETTING STARTED... 5 2.1 LOGGING
Montefiore Portal Quick Reference Guide
Montefiore Portal Quick Reference Guide Montefiore s remote portal allows users to securely access Windows applications, file shares, internal web applications, and more. To use the Portal, you must already
Start-up Guide for Call Queue Managers. Call Queue Manager Guide
Start-up Guide for Call Queue Managers Call Queue Manager Guide Table of Contents Welcome to RingCentral Office@Hand from AT&T... 3 Overview Page... 5 Messages Page...5 Call Log Page... 6 Contacts Page...7
Online File Folder. Getting Started Guide. Become an Expert at Managing Your Files Online. wind. Online File Folder // Getting Started Guide
Getting Started Guide Online File Folder Become an Expert at Managing Your Files Online Getting Started Guide Page 1 Getting Started Guide: Online File Folder Version 2.1 (2.22.11) Copyright 2010. All
Does the GC have an online document management solution?
This FAQ contains: Web File Services definition Access web file services Create a WFS folder Upload a document Email a link to a document folder Create WFS subscription Cancel existing subscription Create
Accessing The Doctors Clinic Physician Connect
Accessing The Doctors Clinic Physician Connect The Doctors Clinic s commitment to excellence in patient care presents healthcare providers in our community access to electronic health records. Here s how:
Making the Most of Files & Folders. Schoolwires Centricity2
Making the Most of Schoolwires Centricity2 Table of Contents Introduction... 1 How Files are Stored in... 1 Access... 1 The Window... 2 Folders... 2 Files... 3 Using... 4 Link Existing Text to a File...
Electronic Selection of Consultants
Electronic Selection of Consultants User Guide for Consulting Firms Version 3 This User Guide was produced by the Operations and Corporate Procurement Groups and the Information Solutions Group Global
Before You Begin: NOTE: Please read each step of these instructions carefully as not all steps include accompanying pictures.
This document will walk you through the process of migrating your existing mail, contacts, and calendar from WOU s Webmail system to the WOU Gmail system. If you are not interested in migrating your mail,
How to Add Users 1. 2.
Administrator Guide Contents How to Add Users... 2 How to Delete a User... 9 How to Create Sub-groups... 12 How to Edit the Email Sent Out to New Users... 14 How to Edit and Add a Logo to Your Group's
Document From MAXIMUM BUSINESS INFORMATION TECHNOLOGY ON A. OwnCloud User Manual. TO I Cafe`
Document From MAXIMUM BUSINESS INFORMATION TECHNOLOGY ON A OwnCloud User Manual TO I Cafe` DATED 20 Sep 2014 User Manual Guid For Owncloud I. Accessing the owncloud Web Interface To access the owncloud
2) Log in using the Email Address and Password provided in your confirmation email
Welcome to HR Classroom! The following will show you how to use your HR Classroom admin account, including setting up Training Groups, inserting Policies, and generating Trainee Reports. 1) Logging into
Quick Start Guide. Hosting Your Domain
Quick Start Guide Hosting Your Domain http://www.names.co.uk/support/ Table of Contents Web Hosting... 3 FTP (File Transfer Protocol)... 3 File Manager... 6 SiteMaker... 7 2 Please keep these documents
DOCUMENT MANAGEMENT SYSTEM
DOCUMENT MANAGEMENT SYSTEM USER S MANUAL By: MIS Department Software Division Page 1 of 14 1. Overview Document Management System is a powerful web based file manager and storage utility. It was developed
ClicktoFax Service Usage Manual
ClicktoFax Service Usage Manual 1. Log in to Fax Service 2. Configure your account 3. Send a fax 4. Receive a fax/search for Faxes/View Faxes 5. Logout 6. Additional Support 1. Log into fax service: a.
GRS Advantage Website User Reference Guide
GRS Advantage Website User Reference Guide This document describes how to use the GRS Advantage Website. Table of Contents GRS Advantage Website... 2 Accessing the Website... 2 Requesting Access to the
ClickView Digital Signage User Manual
ClickView Digital Signage User Manual Table of Contents 1. What is ClickView Digital Signage?... 3 2. Where do I find ClickView Digital Signage?... 3 2.1. To find ClickView Digital Signage... 3 3. How
Directory and Messaging Services Enterprise Secure Mail Services
Title: Directory and Messaging Services Enterprise Secure Mail Services Enterprise Secure Mail Services for End Users Attention: Receivers of Secure Mail Retrieval of Secure Mail by the Recipient Once
Using ProjectWise Explorer for File Transfer
Using ProjectWise Explorer for File Transfer Use the link below to register for a log in and password for ProjectWise. http://apps.dot.illinois.gov/consultantreg/ To access ProjectWise Web Explorer use
CUNY TUMBLEWEED (SECURE TRANSPORT) USER GUIDE
CUNY TUMBLEWEED (SECURE TRANSPORT) USER GUIDE INTRODUCTION Tumbleweed (Secure Transport) is used to provide secure file transfer of critical business files, financial transactions and sensitive data such
RISKMASTER Business Intelligence Working with Reports User Guide
RISKMASTER Business Intelligence Working with Reports User Guide Statement of Confidentiality This documentation contains trade secrets and confidential information, which are proprietary to Computer Sciences
Gmail: Sending, replying, attachments, and printing
If you're using an old version of Gmail, your Inbox may look a little different. Gmail: Sending, replying, attachments, and printing Welcome to Gmail. This document will give you a quick overview of how
NAS 225 Introduction to FTP Explorer
NAS 225 Introduction to FTP Explorer Connect to FTP sites and transfer files A S U S T O R C O L L E G E COURSE OBJECTIVES Upon completion of this course you should be able to: 1. Use FTP Explorer to connect
UNIFIED COMMUNICATIONS POST-MIGRATION INSTRUCTIONS
UNIFIED COMMUNICATIONS POST-MIGRATION INSTRUCTIONS (PURPOSE): The purpose of this document is to prepare the email user for post email migration activities to ensure a successful email migration with no
Secure Email Actions for Email Recipients
Secure Email Actions for Email Recipients Actions for Email Recipients The recipient cannot forward encrypted email outside the secure system. Each email will only be available to the recipient for 30
Using Webmail. Document Updated: 11/10. Technical Manual: User Guide. The Webmail Window. Logging In to Webmail. Displaying and Hiding the Full Header
Using Webmail Technical Manual: User Guide Webmail is supported in the following browsers: Windows Internet Explorer 6, Internet Explorer 7, Firefox 2, and Firefox 3 Mac OSX Safari 2, Safari 3, Firefox
Using Internet Archive: A guide created by the Digital POWRR Project
June 2014 1 Internet Archive is a way to archive public domain materials free of charge. It is important to have multiple backups of digital files in case of unexpected loss of originals. Table of Contents
Access and Login. Single Sign On Reference. Signoff
Access and Login To access single sign on, here are the steps: Step 1: type in the URL: postone.onelogin.com Step 2: Enter your Post student email in the username field Step 3: Enter your Post student
Utilizing SASED OneDrive Cloud Storage
Utilizing SASED OneDrive Cloud Storage Technology Department 5/29/15 The purpose of this document is to provide guidance on how to transfer and access SASED documents and folders on your SASED provided
Frequently Asked Questions
Frequently Asked Questions What is Xythos? Xythos is a secure web-based file storage system that allows you to place files in a central location so they can be accessed via the internet. You can upload,
AVDC Document Management System Getting Started
Page 1 of 7 AVDC Document Management System Getting Started Login Upon entering the AVDC document management system (http://www.avdc-dms.org/dms/ or via the link on the AVDC web site Home page), the initial
owncloud Configuration and Usage Guide
owncloud Configuration and Usage Guide This guide will assist you with configuring and using YSUʼs Cloud Data storage solution (owncloud). The setup instructions will include how to navigate the web interface,
Contents First Time Setup... 2 Setting up the Legal Vault Client (KiteDrive)... 3 Setting up the KiteDrive Outlook Plugin... 10 Using the Legal Vault
Contents First Time Setup... 2 Setting up the Legal Vault Client (KiteDrive)... 3 Setting up the KiteDrive Outlook Plugin... 10 Using the Legal Vault Outlook Plugin... 13 Using KiteDrive to Send Large
emarketing Manual- Creating a New Email
emarketing Manual- Creating a New Email Create a new email: You can create a new email by clicking the button labeled Create New Email located at the top of the main page. Once you click this button, a
Google Apps Migration
Academic Technology Services Google Apps Migration Getting Started 1 Table of Contents How to Use This Guide... 4 How to Get Help... 4 Login to Google Apps:... 5 Import Data from Microsoft Outlook:...
Panopto Recording. Click the Panopto Recorder icon found on the Desktop. Click the Log in with Blackboard button. Page 1
Panopto Recording The Panopto Recorder allows for a great deal of flexibility in how and what can be recorded. This guide will cover all aspects of recording with one computer (meaning all presentation
Using OwnCloud. OwnCloud is a very easy to use file storage and sharing system that you can access anywhere you have an internet connection.
Using OwnCloud OwnCloud is a very easy to use file storage and sharing system that you can access anywhere you have an internet connection. 1. Contact the IT Department to set up your account. 2. Once
Online Academic and Administrative Service System. (GRIPS Gateway) Operation Manual (Student)
Online Academic and Administrative Service System (GRIPS Gateway) Operation Manual (Student) Contents 1. Access from GRIPS homepage... 1 2. Log in to GRIPS Gateway (G-way)... 1 3. If pop-up blocker appears...
Installation and Setup of Google Drive for Students on Mac OS X
Installation and Setup of Google Drive for Students on Mac OS X Purpose: This guide will lead you through the Google Drive Installation and Configuration. Pre-requisites: 1) ODU Student Gmail account 2)
Digital Phone Service Web Portal User Guide
Digital Phone Service Web Portal User Guide TouchTone provides subscribers an easy-to-use Web-based administrator portal to help manage your IP phone s features and call routing functions. In this document
OWA - Outlook Web App
OWA - Outlook Web App Olathe Public Schools 0 Page MS Outlook Web App OPS Technology Department Last Revised: May 1, 2011 Table of Contents MS Outlook Web App... 1 How to Access the MS Outlook Web App...
Using Remote Web Workplace Version 1.01
Using Remote Web Workplace Version 1.01 Remote web workplace allows you to access your Windows XP desktop through Small Business Server 2003 from a web browser. 1. Connect to the Internet in your remote
Web Mail Guide... Error! Bookmark not defined. 1 Introduction to Web Mail... 4. 2 Your Web Mail Home Page... 5. 3 Using the Inbox...
Powered by Table of Contents Web Mail Guide... Error! Bookmark not defined. 1 Introduction to Web Mail... 4 1.1 Requirements... 4 1.2 Recommendations for using Web Mail... 4 1.3 Accessing your Web Mail...
Follow these easy instructions to list your business on the BEC Australia National Business Directory.
Follow these easy instructions to list your business on the BEC Australia National Business Directory. Go to www.becaustralia.org.au 1. Click on the Directory tab (see below) 2. Click on the Add listing
Managed File Transfer Utility
The Managed File Transfer Utility (MFT) is a file transfer solution that enables DOT users and external parties to transfer files securely through an intuitive interface without some of the email pitfalls.
T-Square Training Workshop for TAs
T-Square Training Workshop for TAs Facilitated by Chaohua Ou Daniel Haynes Center for the Enhancement of Teaching and Learning Georgia Institute of Technology 0 T-Square Login 1. Go to http://tsquare.gatech.edu;
Titan Apps. Drive (Documents)
Titan Apps Drive (Documents) University of Wisconsin Oshkosh 7/11/2012 0 Contents What is Titan Apps?... 1 Need Help with Titan Apps?... 1 What other resources can I use to help me with Titan Apps?...
Tutorial for Creating a DEBA Lawyer Directory Listing
Tutorial for Creating a DEBA Lawyer Directory Listing *This tutorial is for creating a listing using a laptop or desktop. If you are using a mobile device or a small screen, your experience may be different.
1. Right click using your mouse on the desktop and select New Shortcut.
offers 3 login page styles: Standard Login, List Login or Quick Time Punch. Each login page can be saved as a shortcut to your desktop or as a bookmark for easy fast login access. For quicker access to
NEW WEBMAIL QUESTIONS & INFO
NEW WEBMAIL QUESTIONS & INFO QUESTIONS/ANSWERS Will I lose my mail? No Will I lose my contacts? No Will my calendars event be lost? No Will my user name and password stay the same? Yes Will I still be
Shasta College SharePoint Tutorial. Create an HTML Form
Create an HTML Form SharePoint HTML forms are based on Lists. Lists are like mini-databases inside of SharePoint that define the form s fields and stores the data submitted from the form. Before you can
ApplicationXtender 7.0 Upgrade on 23 September 2015
ApplicationXtender 7.0 Upgrade on 23 September 2015 After the Banner Document Management (BDM) 8.5 upgrade is performed, if you have previously installed ApplicationXtender 6.5 or its components on your
The Blackboard Content System: A Quick Start Guide
The Blackboard Content System: A Quick Start Guide 2009 Instructional Support Center, Temple University Table of Contents Part 1-Overview of the Blackboard Content System 3 What is the Blackboard Content
Cloud Services. Lync. IM/ Web Conferencing Admin Quick Start Guide
Cloud Services Lync IM/ Web Conferencing Admin Quick Start Guide 10/14/2014 ACTIVATION LETTER An activation letter will be sent to the email account of your administrator contact. Please look for the following
Receiving Secure Emails
Receiving Secure Emails This document explains how you can access emails that have been sent to you through CyberArk s Secure Email system in several simple steps. When you receive a secure email, you
Creating a Website with Google Sites
Creating a Website with Google Sites This document provides instructions for creating and publishing a website with Google Sites. At no charge, Google Sites allows you to create a website for various uses,
You can find the installer for the +Cloud Application on your SanDisk flash drive.
Installation You can find the installer for the +Cloud Application on your SanDisk flash drive. Make sure that your computer is connected to the internet. Next plug in the flash drive and double click
User Guide. emoney for Outlook
User Guide emoney for Outlook Table of Contents INTRODUCTION... 2 SYSTEM REQUIREMENTS... 2 Required Installations... 2 INSTALLATION PROCESS... 2 FIRST TIME SETUP... 8 EMONEY CLIENT PANE... 17 Client Contact
Client Ticketing System
Reporting Issues to Empower Software 16 March, 2009 Table of Contents Introduction... 3 Accessing the System... 3 Creating a User Account... 4 Logging in with an Existing User Account... 6 Create New Ticket...
CLIENT PORTAL USER GUIDE
CLIENT PORTAL USER GUIDE JULY 28, 2011 At Gelman, Rosenberg & Freedman, CPAs we take the privacy and security of your information seriously. That's why we've introduced the Client Portal for sharing your
User Guide. Voice Services Self Care Portal. Logging In. Welcome to the Self Care Portal
Logging In 1. From your Internet browser, enter the following URL: http://selfcare.ucc.ny.gov 2. Choose End User Self Care. 3. Enter your username and password: a. Username: Enter your LDAP user ID. (same
Faculty & Staff Guide for Outlook Web App (OWA) Prepared by Information Technology Division Lehman College July 11, 2013
im Faculty & Staff Guide for Outlook Web App (OWA) Prepared by Information Technology Division Lehman College July 11, 2013 Lehman College, CUNY 1 Information Technology Division Table of Contents Introduction...
How to Use Google Cloud Print
1 The machine is compatible with Google Cloud Print (Google Cloud Print is a service provided by Google Inc.). By using Google Cloud Print, you can print from anywhere with applications or services supporting
FTP Use. Internal NPS FTP site instructions using Internet Explorer:
FTP Use File Transfer Protocol (FTP), a standard Internet protocol, is the simplest way to exchange files between computers on the Internet. Like the Hypertext Transfer Protocol (HTTP), which transfers
Email Address Collector. - Tutorial -
Email Address Collector - Tutorial - How to extract email addresses from mail folders 1. Open Email Address Collector Once the product is installed and your license is activated, you can start extracting
Infor Xtreme Browser References
Infor Xtreme Browser References This document describes the list of supported browsers, browser recommendations and known issues. Contents Infor Xtreme Browser References... 1 Browsers Supported... 2 Browser
Quick Reference Guide PAYMENT GATEWAY (Virtual Terminal)
PAYMENT GATEWAY (Virtual Terminal) Document Version 131227 Copyright 2013 epaymentamerica, Inc. All Rights Reserved Logging in to the Virtual Terminal 1. Open your internet browser; We strongly recommend
Outlook Web Access. PRECEDED by v\
Outlook Web Access Logging in to OWA (Outlook Web Access) from Home 1. Login page http://mail.vernonct.org/exchange 2. To avoid these steps each time you login, you can add the login page to your favorites.
Fairfield University Using Xythos for File Sharing
Fairfield University Using Xythos for File Sharing Version 7.0 Table of Contents I: Manage your Department Folder...2 Your Department Folder... 2 II: Sharing Folders and Files Inside of Fairfield U...3
COOK COUNTY OFFICE 365 MIGRATION USER GUIDE
COOK COUNTY OFFICE 365 MIGRATION USER GUIDE Dear Cook County Office 365 User: Your mailbox is schedule to be migrated to Microsoft s Office 365 platform. Page 1 TABLE OF CONTENTS 01. PRE-MIGRATION RECOMMENDATIONS
Client Portal Training
Client Portal Training Signing In 1. Go to http://www.csus.edu/irt/projects and click on Team Dynamix Client or from your browser, go to https://csus.teamdynamix.com 2. Click on SIGN-IN located in the
Simple, Secure User Guide for OpenDrive Drive Application v1.2.0.4 for OS-X Platform 20150501 May 2015
Simple, Secure User Guide for OpenDrive Drive Application v1.2.0.4 for OS-X Platform 20150501 May 2015 Table of Contents Logging into the Drive Application 4 Log In Sign Up Access the Drive Application
An Introduction to Box.com
An Introduction to Box.com Box is an online file sharing and cloud content management service and it provides features such as: Security controls Space Mobility Online collaboration Mobile access Version
Proofpoint provides the capability for external users to send secure/encrypted emails to EBS-RMSCO employees.
Proofpoint provides the capability for external users to send secure/encrypted emails to EBS-RMSCO employees. To create a new email message to be sent securely to an EBS-RMSCO employee: 1. Click on the
Microsoft Outlook Setup With Exchange Server. Outlook 2007 2010 2013
Microsoft Outlook Setup With Exchange Server Outlook 2007 2010 2013 Revised 12/1/2014 CONTENTS SUMMARY... 3 I. OUTLOOK SETUP... 4 II. PERSONAL FOLDERS SETUP... 7 III. RULES SETUP... 9 Rule #1: Move Inbox
College of Continuing Education Video Production Room
College of Continuing Education Video Production Room To Begin a Session: Step 1: Turn on the Station by pressing the red switch near the desktop monitor. By doing this the following equipment will be
Microsoft Outlook Web App (OWA)
im Microsoft Outlook Web App (OWA) CSULB 1 Information Technology Services CSULB 2 Information Technology Services Table of Contents Introduction... 4 Logging In... 4 The OWA Interface... 5 Feature Differences...
Using VoiceThread in Your Online Course (Faculty) Step 1: Create a Link for Yourself to Voicethread (1X per course)
Using VoiceThread in Your Online Course (Faculty) Step 1: Create a Link for Yourself to Voicethread (1X per course) 1. Navigate to the MyGateway course where you wish to add VoiceThread. You will first
Store, Edit and Share your files in OneDrive for Business on Web. A. Activate OneDrive for Business (Only for First-time Users)
Store, Edit and Share your files in OneDrive for Business on Web A. Activate OneDrive for Business (Only for First-time Users) B. Create a New Document at OneDrive for Business C. Rename a Document at
ProjectWise Explorer V8i User Manual for Subconsultants & Team Members
ProjectWise Explorer V8i User Manual for Subconsultants & Team Members submitted to Michael Baker International Subconsultants & Team Members submitted by Michael Baker International ProjectWise Support
USC Marshall School of Business ShareFile_With_Outlook_Client_v2.docx 6/12/13 1 of 9
About ShareFile When you wish to send someone a file or need a file from someone else, your best option is to use ShareFile. It not only provides increased security by automatically encrypting files but
GroupWise Web Access 8.0
GroupWise Web Access 8.0 How to check your email via the Internet For More Information, please contact: Administrative Office of the Courts Technology Help Desk (615) 532 9503 or (800) 448-7980 Table of
Getting Started (direct link to Lighthouse Community http://tinyurl.com/q5dg5wp)
Getting Started (direct link to Lighthouse Community http://tinyurl.com/q5dg5wp) If you re already a member, click to login and see members only content. Use the same login ID that you use to register