Page Comparison

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• Adding a new Client / Contact:  Each Client you deal with must have a Client Folder. The contact is the person you deal with for this Client Entity.

3.Defining your standard Client and Business Folder structure

• Client Folder Templates: allows you to setup a Folder template for either all Clients, or by Entity type, which is then applied across your full database. All of your Client documents are stored in a Client Entity folder.  The structure of this folder is easily defined by your business.  Most business will create a sub-folder for each year level, as well as a sub-folder for any Permanent documents.  Once defined, it can be edited each year.Client

• Defining your Business Folder TemplatesStructure:  allows you to setup a Folder template for either all Clients, or by Entity type, which is then applied across your full databaseallows you to define and create your internal Business Folders, accessed by your staff.

4.Setting up your Team Access

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• Customising the Client Portal menus: setup the menu options on your Client Portal for all of your Clients

• Including a Client Portal login link on your website:  allow your Clients to login to their Client Portal via your website

• Customising Advertising for your Clients: publish your own adverts to your Clients via the Portal

• Adjust the Content of your Client Home Page: your Clients view a Home Page when they first login to their Portal.  Publish information relevant to your whole Client base here.

• Publish Newsletters via your Client Portal: publish a library of newsletters for all Clients to access

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