Navigational Tips (10/24) – Dillner's Accounting Tools

Here are navigational tips to help you get acquainted with your new and improved Client Portal!

New Icons

Add Folder (Management > Web Pages)

Clear All (Filter Search)

Collapse Folder

Column Display (Top of Lists)

Column Sort arrows

Grid or Column View (Management > Web Pages)

Delete

Download

Edit

E-Signature (Files > Upload to Client > Signature Requested)

Impersonate

More or Menu

Resource Manager (Management > Web Pages)

Select All (Left of the first column heading of any list)

Slider Button

Upload

Upload File (Management > Web Pages)

Login Page

Our new design allows Non-Portal users to upload a file using the Continue As Guest button.

Dashboard Experience

By clicking on the Profile icon and selecting Dashboard Customization, you may hide or show more information, apply your office website color scheme and logo to visually brand your Client Portal, and choose from one of the Navigation Styles available!

Profile Pages - Office and Staff

By following these steps, you should be able to efficiently navigate your Office Profile/Staff Profile page and update your information as needed.

Accessing Your Profile Page:
- Click on the Profile icon at the top right corner of your portal.
Navigating Tabs:
- After accessing your profile page, you'll find several tabs along the top. These tabs are designed to organize different sections of your profile information. These sections include Basic Info, Login Settings, and Conversation Settings.
Using Back and Next Buttons:
- The Back and Next buttons at the bottom left and right of the pages allow you to navigate between different sections or pages within your profile without scrolling.

Left Menu - Hide and Show Options

To hide the left menu, move your cursor to the left of the breadcrumb to click on the Hide Menu arrow.

To restore the left menu, click the Show Menu arrow at the top left corner of the page.

Viewing the Client and File List

When viewing Clients, Files, and Staff, use the Show number of records drop-down from the bottom left corner of the page. This lets you view a limited number of clients/files on one page. The page links are located at the bottom right of the page. The options available are 10/50/100/500. The default is 50 records.

Preview - Client and Staff

The Client and Staff lists include a snapshot of the Client and Staff contact information.

Client

To access the Client preview, click on the Company name link for the client.
The Client preview is displayed on the right side of the Client list.

Staff

To access the Staff preview, click on the Staff member's name.
The Staff preview is displayed on the left side of the Staff list.

Search Filters

If you're looking for something specific, try using the Search feature. This can save time and help you locate information quickly.

When Search Filters are available, they can be found at the top right corner of the page.

Click the Show Filter(s) arrow.

The Hide Filter(s) arrow can be found to the left of the Filters heading.

To Clear filter(s), click the broom icon at the top right.

New Menu location for Files and Client lists

Click the blue button at the top to access the menu options for Upload to Clients, Review Queue, and Client pages.

Breadcrumbs

Breadcrumbs show you what page you are on during any process in your portal. You can use the links in the breadcrumbs to go back to previous pages you may have navigated through to get to the page you are on currently. The breadcrumb links are at the top left corner above the page heading. Click the Breadcrumb links whether they are in blue or gray font.

Here is a "breadcrumb" example while progressing through the Upload to Client process: