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Landing Recent Client Activity: 12th June 2008
something.doc uploaded into
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aliasname by
someone@client.com
10th June 2008

aliasname by
someone@client.com
Recent Uploads: 12th June 2008

aliasname by
someone@client.com
10th June 2008

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someone@client.com
1th January 2008

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Client
List
Firm Name Number of Users Space Allocated Space Used
H A firm name goes here 2 30mb 5mb

A firm name goes here 2 30mb 5mb
H
A firm name goes here 2 30mb 5mb
These are the clients managed
by your firm.
You can click on any client to

view further details about

them. Or to send files to them.
Click here to add a new client. I
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Client Client name: Client Name
Details
Document Storage: Storage Limit: 300mb
Space Used: 50mb
Click here to save changes

This is a client managed by
your firm.
Users: Some Person Access: Privilaged v
You can change allocated (person@wherever.com)
storage space for this client.
Somebody Else Access: Standard v
You can click on any of the (somebody@wherever.com)
client’s users to view/edit
their details, or click the link J Click here to add a new user
to add a new user.
Aliases: Default
You can add aliases that refer Alias Name Access Remove
to this client, which may be
Some business alias Privilaged
useful for seperating file
storage for different services ANother enterprise Standard
you offer the client. Some tax entity Privilaged
X Click here to add a new alias
You can add or remove
accountants from your firm
who are set as managers for
this client. Managers:
Someone not managing Some manager
Click here to send a file to
N this client.
Another not managing Another manager
Yet another manager
Add Manager -> <- Remove Manager
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New
Client
Details
T. Client name:
You are adding a new client Document Storage: 300mb

managed by your firm.
Give the client a name and

set a storage allowance for
the user, then click the link at
the bottom to add the user to
the system. H Click here to add this client
You will then be able to add
client users, assign managers
to this client, or set aliases up
to access this client.
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New Client: Client Name
Client Email Address:
First Name:
felixgordon@wherever.com
Felix
T.
User Last Name: Gordon
Mobile Number: 0417 628 271
Phone Number: 02 9999 9999
Fax Number: 02 9999 9999
Notification: [x] Email [x] SMS [x] Fax
Access Level: Standard
Password:
(again)Password:
L Click here to add User

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K
User First Name Last Name Email Address Num Clients Space Allocated Space Used
List
L Some Person Someone@thisfirm.com 25mb 5mb
Another Person Another@thisfirm.com 25mb 5mb
Someone Else SomeoneElse@thisfirm.com 25mb 5mb
etc etc Someone@thisfirm.com 25mb 5mb
These are your users. Some Person Someone@thisfirm.com 25mb 5mb
You can click on any user to

view further details about
them.
M Click here to add a new user.
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User Email Address: felixgordon@wherever.com
Details First Name: Felix
T. Last Name: Gordon

Fax Number: 02 9999 9999
Position: Accountant

Space Used: 50mb
83% Free
Access Level: Standard
Notification: [x] Email [x] SMS [x] Fax
Password:
Reset Password
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New
User Email Address:
First Name:
felixgordon@wherever.com
Felix
T.
Last Name: Gordon
Position: Office Support
Fax Number: 02 9999 9999
User Type: Accountant
Password:
(again)Password:
L Click here to add User
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File > Your Business
File Name Description
Filter by client entity: [ All Entities [v]]
Uploader Size Date Modified Remove Access
Manager Log.html
Log.html
Automatic log file
Automatic log file
system
system
4kb
4kb
1/6/08
1/6/08
[X] [privilaged v]
[X] [privilaged v]
Log.html Automatic log file system 4kb 1/6/08 [X] [privilaged v]
> Upload Here
Browse
Description:
Access Level: Standard Add Another
Browse
Description:
Access Level: Standard Add Another
Notify: [ ] Some Person (someperson@thiscompany.com

[ ] SomeOneElse (someoneelse@thiscompany.com
[ ] Another Person (anotherperson@thiscompany.com
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ClientCentral

10th June 2008

Recent Uploads: 12th June 2008

10th June 2008

1th January 2008

H A firm name goes here 2 30mb 5mb

You can click on any client to

view further details about

Click here to add a new client. I

Click here to save changes

You are adding a new client Document Storage: 300mb

Give the client a name and

Client Email Address:

Mobile Number: 0417 628 271

Phone Number: 02 9999 9999

Fax Number: 02 9999 9999

Document Storage: Storage Limit: 300mb

Notification: [x] Email [x] SMS [x] Fax

Access Level: Standard

L Click here to add User

You can click on any user to

M Click here to add a new user.

Details First Name: Felix

T. Last Name: Gordon

Mobile Number: 0417 628 271

Document Storage: Storage Limit: 300mb

Access Level: Standard

Notification: [x] Email [x] SMS [x] Fax

Position: Office Support

Mobile Number: 0417 628 271

Phone Number: 02 9999 9999

Fax Number: 02 9999 9999

Document Storage: Storage Limit: 300mb

User Type: Accountant

L Click here to add User

Log.html Automatic log file system 4kb 1/6/08 [X] [privilaged v]

> Upload Here

Notify: [ ] Some Person (someperson@thiscompany.com

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