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Document Hub - Activate and deactivate Client Portal in Document Hub

Updated over 2 months ago

Activating and Deactivating Document Hub

  1. Log in to Practice Manager Contact or HandiSoft with the username ADMINISTRATOR.

  2. Press F10 to open Document Manager.

  3. Go to Options, Activate/Deactivate Client Portal.

    Deactivate client portal

  4. Once this option has been selected, each user will need to close out of all HandiSoft programs to refresh.

  5. To confirm the Client Portal has been deactivated, when a user next opens HandiSoft and selects Edit to display a Client Details window, the Client Portal\Document Hub field is greyed out and the status shown is Deactivated.

    Client Portal deactivated

  6. Also, in Document Manager, when you go to Options, the Client Portal item is greyed out. The option to Activate Client Portal is available if Client Portal is later required.

    Activate client portal

  7. If you do Activate Client Portal, then restart HandiSoft, and find the Portal is still unavailable, raise a new case online.

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