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Document Manager - One user can no longer access the Document Hub portal folder from within Document Manager

Updated over 3 weeks ago

When one user can no longer see the Document Portal folder:

  1. Follow the steps when Document Hub is missing for one user.

  2. Log in to Document Manager (F10).

  3. Select the user in Practice Manager from View, Users, Edit.

  4. In the email address field, remove the first letter in the address, Save.

  5. Select Validate. Agree to the prompt that follows and Close this window.

  6. Select the user in Practice Manager from View, Users, Edit

  7. In the email address field, add back the first letter in the address, Save. Validate.

  8. Agree to the prompt that follows and close. Close this window.

  9. This should refresh the system and send a new email to the user. Ensure they check their spam/junk folders.

  10. The user will need to click on the link in the email to reactivate their account. Once this is done, they will be able to access and upload documents to this portal folder.

  11. If the email is still not received, confirm with your IT that these emails are not caught by spam or virus filters.

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