As part of your engagement with clients, there are documents, forms or other files you may need to request from them.
When receiving files electronically, security is an important concern.
The secure file transfer functionality allows you to send or request a file from a customer from within the database. The interaction and the file are then linked to the client record.
Please review the following video in conjunction with the instructions below.
Step 1. Log into your CRM database (refer to Logging On for further information).
Step 2. Select Clients from the top menu
Step 3. Find the Client you wish to send a file to. Refer to Search for a client for further information.
Check that the Client has a valid email address.
Step 4. Scroll to the Secure File Transfer sub-panel
Step 5. Click Create
The Secure File Transfer page is displayed
Step 6. Enter a brief summary in the Transfer Subject field.
This will appear in the email sent to the Client.
Step 7. If required. enter details in the Internal Notes section. This information will not be sent to the Client.
Step 8. Click the check box next to Request a File
The request file panel is displayed
Step 9. Enter details in the Instructions for Recipient field
This information will be included in the email sent to the Client.
Remember to include any actions the client must take. e.g. Please upload a scanned copy of your drivers licence and medicare card. Use the link included in this email.
Step 10. Click Save
The request is saved, and an email is sent to the client with a link to upload the file/s.
If you click on the Transfer Subject in the Secure File Transfer subpanel, you can view the details of the created transfer
When the client has received the email, the Transfer status will display ‘Waiting for response’
When the client has uploaded the document, it will appear in the Transferred Document subpanel.
For further information, refer to the following articles:
- Secure File Transfer
- Send File to Client
- Send File to Contact
- Request File from Contact
- Send and Request Files from Client
- Send and Request Files from Contact
- Secure Files Download