You will need to enable ECFH for your practice before you can send any files to your clients via ECFH. To do this:

1. Open BankLink Practice.
2. Go to System > Practice Details.
3. Click the BankLink Online tab.
4. Select the option Enhanced Client File Handling.
5. Click OK.

The client file requires a valid email address to use ECFH.

1. Open the client file.
2. Go to Other Functions > Client Details.
3. Ensure there is a valid email address entered in the Email field.
4. Click OK.

1. Open the client file.
2. Click Send Client File > via BankLink Online. The Select Client(s) to send window appears.
3. Click to highlight the applicable client then click Upload. The file will be sent.
4. Click OK to the confirmation message.

When a file is sent for the first time

The first time a client file is sent via BankLink Online, an email is automatically generated containing a temporary BankLink Online password. This email informs your client of the subdomain for your practice, and their username (which will be the email address entered in the client file).

You can personalise this email if you like, then when you're ready click Send.

You won't see this email because it's generated from the address donotreply@banklink.com