ANSWER ID:36151To set up a client to use Enhanced Client File Handler (ECFH) there are three things you need to do:1. - Enable ECFH for your practice
2. - Ensure the client has a valid email address entered in the
Client File- client file
3. - Send the
Client File - client file via BankLink Online
Let's step you through each of these tasks.
| UI Expand |
|---|
| title | 1. Enable ECFH for your practice |
|---|
| You will need to enable ECFH for your practice before you can send any files to your clients via ECFH. To |
set up please do the following1. 2. - Go to System > Practice Details.
|
3. on Make sure the box next to 4. - Select the option Enhanced Client File Handling
|
is ticked5. You will then need to set up that particular client | UI Expand |
|---|
| title | Enter the client's email address |
|---|
| The client file requires a valid email address to use ECFH |
:1. Client File2. - client file.
- Go to Other Functions > Client Details.
|
3. - Ensure there is a valid email address entered in the Email field.
|
4. The last step is to send the client file to the client | UI Expand |
|---|
| title | To send the Client File via BankLink Online |
|---|
|
1. Client 2. - Click Send Client File > via BankLink Online
|
3. This will bring up a window that says - . The Select Client(s) to send window appears.
|
4. on client so that it is highlighted and click the Upload button5. A window will come up confirming the Send has been completed 6. Click OK When you send the Client File via BankLink Online for the first time, there is an automatic email generated to the clients email address with a temporary BankLink Online password. You will not see this email, as it is generated - applicable client then click Upload. The file will be sent.
- Click OK to the confirmation message.
When a file is sent for the first timeThe first time a client file is sent via BankLink Online, an email is automatically generated containing a temporary BankLink Online password for the client. You won't see this email because it's generated from the address donotreply@banklink.com |
An email will appear with login information for your client. This email informs your client of the subdomain for your practice, and their username ( |
is the which will be the email address entered in the Client File). You |
can choose to personalise can personalise this email if you like, |
when ready, click Sendthen when you're ready click Send. |
| 
