PART 1: Adding a Client Contact
- Ensure you are in the proper Group to add the contact in.
- On the left-hand side menu click Groups and then Contacts .
- Choose Add Group Contact from the right-hand blue button.
- Enter the details of the contact including First Name, Last Name and Email Address.
- Ensure the Activate Sharing toggle is moved to YES.
- Click Save Changes.
Once saved, an automated email will be sent directly to your client with their login and password.
- NOTE the email is sent from CloudAdvisors and may be sent to Junk Mail.
- This login is required to access all Reports or Support Documents shared.
Your client has now been entered and is ready for File Sharing.