ANSWER ID:36152The client will need to ensure the BankLink Books If it's the first time accessing a file from BankLink Online using Enhanced Client File Handling (ECFH), the connection will need to be set up. This only needs to be done once, then the file will be accessible from BankLink Books. | UI Text Box |
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| Before you begin Ensure the client file is Read- |
Only prior to following these steps. Refer to KB Article "When trying to get client file, got message 'Client file is not read only or is an offsite" for more information on how to make a Client File Read-Only. If this is the clients first time getting a file using from
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| title | 1. Set up the connection |
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| Complete these steps only if it's the client's first time accesing a file from BankLink Online using Enhanced Client File Handling (ECFH) |
, they will need to do the following:1. Click 'Get Client File' in BankLink Books, select . - In BankLink Books, click Get Client File then select From BankLink Online.
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2. '' on the top right hand corner - (in the top right corner of the window).
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3. - Enter the Subdomain, Username and a temporary password. This information should have been sent to the
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clients 4- . After entering the temporary password a new window
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will come up for them to choose a new password, enter this then click OK - appear.
- Choose a new password then click OK.
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| title | 2. Accessing the client file from BankLink Books |
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| Once the connection has been established, |
The the client will need to do the following to |
get the via BankLink Online when needed:1. 2. '' - and select From BankLink Online
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3 will come up with Click - appears with a list of clients available to retrieve from BankLink Online.
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4. client file you wish to get so that it is highlighted blue, and click OK5- applicable client file then click OK. This will
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import the client file - achieve the following:
- The client file will be imported from BankLink Online
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, and the - .
- The Online Status will be updated to
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'' PRODUCT: BankLink Books | 
