Dillner's Accounting Tools > section > Files
The Non-Portal Email Secure Link Upload feature allows your office to transfer files securely to banks, mortgage companies, or even clients who do not desire or warrant having a Client Portal. You may access the Non-Portal Email Secure Link Upload by using Upload to Clients Quick Tile or by selecting Files>Upload to Client from the left menu or from the lower Files section. The process to create a non-portal email upload link is outlined in the steps below. The screenshot is numbered to match the numbers of the corresponding steps. Note: Password must be at least 8 characters. Letters, numbers and these special characters are allowed [ ! @ # $ % & . - _ ]. NEVER include the password in the email notification. The password can be communicated to the recipient through a phone call, text, or a separate email.
Non-Portal Email Secure Link Upload
Create a Non-Portal Email Secure Link Upload
icon. You can use the drop-down arrow to select the number of characters in the system-generated password. A password is required to log in to the secure portal.
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