Client Portal Navigational Tips (10/24)

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

New Icons in your Client Portal

Clear All (Filter Search)

Collapse Folder

Column Sort arrows

Create a New Employee Portal

Delete 

Download

Edit

E-Signature (Files requiring a Signature)

Expand Folder

Impersonate

More or Menu

New Conversation Message 

Online Help - Step-by-Step instructions

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

Slider Button 

Upload 

What's New

Client Profile 

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

1. Accessing Your Profile Page:

   • Click on the Profile icon at the top right corner of your portal.
     

2. 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.

3. 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 File Uploads

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

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.

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 Download Files process: