Files from Clients (10/24)

The Virtual Office allows your office to receive secure, encrypted files from your clients. 

Files from Clients

Click on the Files from Clients quick tile on the Dashboard or select Files > Download Files from Clients from the left menu to download files uploaded to you by a client.

Search for Files from clients

Files can be accessed for all clients within the last 30, 60, or 90 days, all files for all clients, or select a specific client in the Clients field using the Search Filters. The default is set for All files from clients- Not Accessed.

1. Click the Show Filters arrow from the top right corner to view the Filters available.
   

2. You can filter search results by Title/File Name, Department, and Source. Click the blue Search button to continue.
   
3. To locate files that have already been downloaded, click the Clients field drop-down (the 2nd filter) and select 30, 60, 90 days, or All Files for all Clients.  Select the blue Search button to continue.
   
   
4. Click the broom icon to clear the filters.

Downloading a Single File from the Client

1. The title of the upload will appear as a link under the Title column heading. Click the Title link to access the uploaded file(s).
   
   
   
   
2. To download a single file, click the Download button.
   
   
   
   
3. Once the file has been downloaded, click the "X" at the top right corner or the Return button from the bottom left corner to return to the list of Files from Clients - Not Accesssed.
4. Click in the Department field, to redirect a file(s) to the correct Department and click Submit. There could be instances where files are uploaded using the wrong department.
5. After files are downloaded, a date, time stamp, and the user name of who downloaded the file will populate under the Last Accessed column heading. All files downloaded will be pushed to "All Files - Last 30 Days."

Downloading Multiple Files from the Client

1.  If multiple files have been uploaded, each file is listed separately under the File Name column.  Click the Download All button. You may need to install the File Download Utility to download multiple files in one click. Click here for information about the File Download Utility.  Otherwise, files can be downloaded separately.
   
   

Delete Files from Clients

Files from clients can be deleted using Select All or one at a time.

1. To delete multiple files, click the Select All box to select all files in the section. The Select All box is to the left of the File Name column heading. Click the box to the left of the file name to deselect the file. 
   
2. Click the red Delete icon above the File Name column heading to delete the selected files.
   
   
   
   
3. Click the Delete button to the far right to delete a single file.
4. A Confirmation message of "Are you sure you want to proceed?" will appear.  Select the Confirm button to complete the process or the Cancel button.
   
   
   
   
5. You may also configure your portal to automatically delete files no longer needed by clicking on Files > File Maintenance from the left menu. This is available for Owners and Partner-level rights.  Click here for File Maintenance instructions.