Client portal
Open access Portal to a customer
Go to your list of yourcontactsand choose a client or organization. The column "Access to the portal"Allows you to enable or disable access. The check mark will pass in "orange" color, then "green" from when access is activated (after page refresh). ...
Presentation of the Customer Portal
What is the purpose of the Customer Portal? You have the opportunity to share your documents directly fromJarvis Drive. Your customer will then be able to share documents in return from his space. You have notified by email that a new document is ...
Share documents via the Customer Portal and the Classic JarvisDrive
Access to the portal is now open and your client has defined the password to access their space. You will be able to share documents with him. A. Share documents Go to the page of theJarvis Drive. The list of your folders is displayed, be careful you ...
Edit Shared Folders via a Customer Portal
Go to the list of your contacts, on the relevant contact click on "Access Customer portal" from the Action button You can then change the selection of shared folders
Close access to the Customer Portal
3 opportunities to close access to the portal: Click on "Close access to the portal" from the window of access to the Portal (screen capture above) Alternatively, you can directly uncheck the button "Access to the portal" from the list of contacts ...
The Customer portal is a customer
Your customer has his personal space. It finds in its Client Portal all the files you have shared with it. The files/folders you shared with the client are not deleable by the client The client can download the desired files to edit them Once ...
Create a link to the Customer Portal on your website
To create a link to the Customer Portal on your website, ask the IT department in charge of managing your site to create a link between it and the page <https://portail.jarviscloud.fr>.
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Access to Settings
Access to parameters To access your settings, click on your initials or photo in the top right corner. Then click on "Settings" to access it. In the Settings, you will be able the content you can customize. IMPORTANT: the Settings menus displayed on ...
Managing the roles of linked contacts
When you create or edit contacts, or when you manage parties of a matter, you have the opportunity to add linked contacts and indicate what role they have. At any time from the Customizable Settings List menu (1), you can add new roles (2), change ...
Manage the types of parties within your matters
When creating or modifying a folder you can add, in addition to the client, other parts: opponent, expert, etc. At any time from the Customizable List of Settings menu (1) you can add new game types (2), change existing typologies (3), or even delete ...
Disable one of your users
This setting is only available to users with the "User Change" right (see articleChange the profile of your users). Appointments to yourParameters> Company > Users & Teams (https://secure.jarviscloud.fr/law-firm/users) Click on thebutton of actionsto ...
Change the password of one of your users
This setting is only available to users with the "User Change" right (see articleChange the profile of your users). Appointments to yourParameters> Company > Users & Teams (https://secure.jarviscloud.fr/law-firm/users) Click on thebutton of actionsto ...