Giese Swany LLC Client Portal User Guide: Accessing and Managing Files, Study notes of Accounting

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Client Portal User Guide

Last Updated: 9/30/

Page 1 of 1 3 Icon Legend Keys Quick reference to the key aspects of a particular function Tip Best practice tips and shortcuts Notes Informational notes about functions Warning Important warnings about a function

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Internet Explorer

Internet Explorer users are required to add the portal URL to Trusted Sites. Internet Options

4. Click Custom level.
5. Click Enable for Automatic prompting for file downloads.
6. Click Enable for File Download.
7. Click OK to save the changes. Internet Explorer Settings
8. Open Internet Explorer and browse to https://portal.cchaxcess.com/portal
9. In Internet Explorer, select Tools, Internet Options, and Security, then click Trusted Sites. See #3 below for the final step.
10. Click Add to move the Portal URL to the trusted sites zone, then click close. Custom Level Trusted Sites

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Quick Start Guide

Portal Login

Launch your internet browser and browse to https://gieseswany.com Portal Login Getting Started Login Tips  Refer to the emails received from the firm for login information.  The Login ID (email address) is not case sensitive; the temporary password provided via email is case sensitive.  You will be required to change your password upon logging in for the first time and answer at least one security question. Your security questions can help you access your portal if you ever forget your password.  Your new password may be from 8 to 32 characters in length, must contain at least one alpha character, one numeric character, and one special character (e.g. !, @, #, etc.). The password is case sensitive.  Your password may be reset at anytime by clicking “Forgot your password?”  If you cannot, or prefer not to, install Silverlight on your machine, click “Take me to the non‐ Silverlight login” to use our lightweight version of the Portal that does not require Silverlight. Advanced features are not available from the non‐Silverlight version of Portal. Alternately, you can access the non‐Silverlight login page directly at https://portal.cchaxcess.com/sui.

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Download files from Portal

Portal Documents File Download Folders are used to organize files on the portal. Simply double‐click on a folder to view your files. A simple way to view or save a file is to double‐click on the file name. Double‐clicking on a file will display the file download screen, displayed below. Click open to view the file or save to download\save a copy to your computer or network. When a file is downloaded a copy is created and does not affect the file on your portal. It is recommended to download/save a copy of your deliverable items from Portal as most files will not remain there indefinitely. The firm can provide more detail regarding how long files will be accessible via Portal. Files and Folders

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Add Files to Portal

Add Files

Steps to Add Files to Portal

On the Portal Home page:

1. Select a portal (only for those users that have access to multiple portals)
2. Select the file location (folder)
3. Click to select file(s) via Windows Explorer or Drag and Drop files from your computer to the Files and Folders section
4. Click to upload the file(s) to Portal

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Managing Portal

 The Portal Admin may grant Portal access to others by creating Portal Users. There are 3 steps to create Portal Users.

1. Create the Portal User
2. Grant the Portal User access to one or more portals
3. Choose the Portal User’s File Management Role for each portal they can access

About File Management Roles

There are 5 File Management Roles that can be assigned.

1. Administrator – Allows Portal Users to perform all file operations.
2. Standard User – Allows Portal Users to perform the most common file operations.
3. Limited User – Allows Portal Users to perform a limited number of file operations.
4. Read‐only User – Allows Portal Users to download files and review related information.
5. Upload‐only User – Allows Portal Users to upload files and review related information. Recommendations  It is our recommendation that administration rights NOT be granted to Portal Users. Administration tab defined  Portal User Management ‐ Create, modify and delete Portal Users.

Create Portal Users

Manage Portal Users From the Administration tab; click “ Manage Portal Users ”, then click “ Create ”.

Page 10 of 1 3 Create Portal User On the Personal tab, enter the Login ID (email address), last and first name of the user; these are the only items that are required. The next step is to click the Portal Access and Security tab. Create Portal User Assign a user to a Portal

1. All portals will be displayed, check the Grant Access box to allow access to a Portal.
2. Assign a File Management Role for Portal Users to the selected Portal.
3. Select Save to create the Portal User. Emails containing login information will be sent to the login ID (email address) of the Portal User.

Edit Portal Users

Access to Portal may be modified or terminated at any time. It is important to terminate access when no longer needed by the Portal User. If you need assistance please contact Giese Swany LLC.

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The Local File Menu

 The Local File Menu contains several options for modifying and working with files. Right‐click on any file to access the Local File Menu for that file. Right‐Click Menu Check‐out Download the file to edit and add back to Portal. The file will be overwritten to reflect your changes upon Check‐in. Check‐in Add the previously checked‐out file back to Portal to reflect any changes. Cancel Check‐ out Check‐in a previously checked‐out file as if the Check‐out never occurred. Lock\Unlock Prevent file from being checked‐out or deleted. Download View or save file (same as double‐click on file name). Send as Hyperlink Send encrypted link via email. The recipient must be able to log‐in to Portal in order to view the file. Request file deletion Requests file deletion by the firm. Copy to Multiple Portals Folder Path Copies a file to other portals that the Portal User has access to. Move file to a new folder. History View each action performed to the file and the user who performed the action. Properties Rename or change the folder location for a file. Local File Menu Key Features

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Quick Reference Guide

Portal Login

Add Files to Portal

 From your portal Home Page, select a portal, if necessary.  Select the folder where the uploaded files should be stored.  Click the Add Files button to select files or drag and drop files from your computer to the selected folder location.  Click the Upload Files button.

Download Files from Portal

 From your portal Home Page, select a portal, if necessary.  Select the folder where the files you want to download are located.  Right‐click the file and select Download.  Launch your internet browser and browse to https://gieseswany.com.  Enter your Login ID and your temporary password. These can be found in the email you received from the firm.  You will be required to change your password upon logging in for the first time and answer at least one security question.