How do I add a client from CFS Edge to the partner portal?

Importing a client from CFS Edge into the portal is simple.

NOTE: Before either import method can be used, you must ensure your CFS Edge integration has been established via the Configure> Integrations area. See How do I set up the CFS Edge integration?

To import a client from CFS Edge to the partner portal:

1.  Navigate to Clients>Client List.
   
   
   
   
2. Select Add clients>from integrations>From CFS Edge
   
   
   
   
3. A search box appears. Type the client name to search within CFS Edge
   
   
   
   
4. The following window will appear.
   Set the Client type, subscription type and decide if you want to send the client a welcome email.
   
   IMPORTANT: Each client you import requires their own unique email address. If the client does not have their own unique email address they will not be imported.
   
   
   
5. A success message will display where you can proceed to import client details and documents to the client's portal. The client will also appear in the Client list.