This Guide is designed for users have access to Lindum’s Client Portal – ShareFile.
The Client Portal is an extension of Lindum’s website and provides a fast, secure solution for sharing and exchanging electronic documents.
Documents accessed are protected by encryption technology so that you will have confidence that the information is secure when transferred back and forth.
Our portal is a web-based application that allows for encrypted, bi-directional transmission and storage of electronic data. It gives you instant access to documents and information wherever and whenever you want, rather than having to phone or email us for the information (but we’re very happy if you do that instead / too). The portal is a place where files can be uploaded, downloaded, stored, and shared in a safe and secure environment — 24/7.
Here are a few reasons we have implemented Citrix ShareFile as our portal:
It’s easy to use — This user guide contains simple instructions, but if you’ve ever used online banking or email, you’ll find your portal to be intuitive and easy to learn. Once we create your portal you will receive a few introductory email notifications with additional information and your specific login credentials.
It’s secure — Portals are the most secure way to exchange documents electronically. With identity theft on the rise, portals provide you with peace of mind knowing that the only person who can access your files is you and anyone you designate.
It’s convenient — Whether you want to locate last year’s tax return or need to urgently upload a file to send our way, you can do so – anytime, anywhere, thanks to 24/7 access. You won’t have to wait for the postal service or make a trip to our office — just log in and get to work. You can share PDF files, Web pages, hyperlinks, Microsoft® Excel® spreadsheets, Microsoft® Visio® diagrams, Microsoft® Word documents, PowerPoint® presentations and financial software data files — and more!
Once you have been granted access to a ShareFile account, you will receive an email with a link to activate your user account.
Follow the prompts in the email to activate your account by setting a password.
Home Screen
Downloading Files
You may receive an email notification from the firm when new documents are uploaded to your portal.
You may follow the link in your email to download you documents, or log in to your portal to retrieve them.
- Select the files and folders you wish to download and click the Download button. To download an individual file you can also click the file name.
- Select to save or open the file. Depending on your web browser, you may see the file name displayed on the bottom of your screen, or a pop-up will appear prompting you to save or open the file.
- If you choose to open the file rather than save, you can save the file to your computer once it is open.
Tip: If you have saved a file and are unsure of the location, check your “Downloads” folder.
Uploading Files
- Open the – [Upload Files HERE] folder by clicking its title (provided so clients may conveniently upload all files to a central location).
- Click the Upload Files button.
- Click the Choose Files button and select one or more files from your computer.
- Click the Upload Files button. Files up to 10 GB in size may be uploaded.
Note: Lindum will be notified via email when files are upload to the portal, but please feel free to let your Lindum contact know that they’re there too.
Favorite Folders
In the Folders tab, click the star to the left of a folder to display it under your Favorite Folders tab. By selecting only the folders you use most to include in Favorite Folders, you can find and access these folders more easily.You can remove a folder from the Favorite Folders tab at any time by clearing the star to the left of its name in either the Folders or Favorite Folders tab.
About Security
Any further questions, please don’t hesitate to get in touch with us either via your usual Lindum contact or via the Contact page.
