How to add/upload new clients

In order to add clients into your Client Hub to start secure messaging with them or to upload files to and receive files from your clients, follow the instructions below:

Adding Individual Clients:

1. When you are logged into the 3.0 platform, navigate to Manage Clients > Client Hub:

2. If you are looking to add an individual client, on the following screen select the + New Client button. Upon clicking on the button, you will be presented with a form to input the client(s)' information. Once all of the required fields have been completed, click on the Save button:

Uploading Client List:

1. When you are logged into the 3.0 platform, navigate to Manage Clients > Client Hub:

2. On the following screen, select the Import Clients button, from there a window will appear to choose a file to upload into the platform:

3. Once a file has been selected, click on the Import button:

4. The next window will allow you to select who these clients are assigned to:

5. Once you are done selecting who the assignee(s) are, click on the Assign button and you are all set!