ANSWER ID:36151

To 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

3. Send the Client File via BankLink Online

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

1. Open BankLink Practice

2. Go to System > Practice Details

3. Click on BankLink Online tab

4. Make sure the box next to Enhanced Client File Handling is ticked

5. Click OK

You will then need to set up that particular client 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

The last step is to send the client file to the client via BankLink Online

1. Open the Client file

2. Click Send Client File > via BankLink Online

3. This will bring up a window that says Select Client(s) to send

4. Click on the client so that it is highlighted and click the Upload button

5. 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 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 email address entered in the Client File).

You can choose to personalise this email, when ready, click Send