To add Document Hub to your accountancy firm, you must initially provide the email address of your firm’s Admin user to Access Software Australia.
Your Admin user has special access to Document Hub to perform customisation and administration tasks.
Activating your Document Hub
On the purchase of the Document Hub product, HandiSoft will generate an email to the email address we have on record for your practice.
On activation of this email an Admin user will be created for you on your Document Hub. This Admin user will enable you to perform maintenance as and when required. Note: This can only be accessed via a web browser. See the diagram below for more details.
Staff that will be utilising the Document Hub functionality will need to be activated. Under the View menu, click Users, highlight the applicable staff member and click Edit. Enter their staff email address and click Validate. Note: The user name Admin cannot be used as it is reserved as per point two above.
The staff member will receive an email that needs to be activated. On activation, the staff member will receive a confirmation window to say that Document Hub has been activated.
Activated staff members can now invite clients with an email address to join your Document Hub.
To invite a client to the Document Hub a validated staff member will need to click the ellipses in the Client Portal field in the Clients Detail window.
In the Client Portal Configuration window enter the details as required:
a.Name:
Individual names are pre-populated for you.
Non-Individuals require manual entry.
b.User Name:
This is assigned by Document Hub when you click Save , unless you are using a group login.
c. Staff
This will be designated to the logged in User, however it can be changed to any other validated staff member.
d.Save
Clicking Save will send an activation email to your client.
They will need to assign their own password.
Once the clients email is validated the Clients Portal status in the Client Details will move to Activated for Individuals and Enabled for Non-individuals and the Document Hub is ready for use.
Graphical Overview of the Document Hub
The Document Hub is a secure method of transferring documents to and from an accountant to their clients.
The Accounting firm uses their client's portal folder in Document Manager to:
Upload
Edit
View and
Request signatures on documents
The Accounting firm's clients use a web based browser to access the Document Hub to:
View
Download
Download and sign
Upload
Message
The following graphical representation illustrates the access points.
Note: Only the accounting firm's Document Hub admin user accesses the Document Hub via the web browser to attend to maintenance work, such as adding a company logo.