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Knowledgebase : ICFiles Admin > Super Admin Help Files
NEW ADMIN / SADMIN - FIRST STEPS 1a. After going to www.icfiles.com and logging in with your Administrator Login, you will arrive at the HOME page. From here you can see the FILE SYSTEM on the left (this is where your client folders will appear, once yo...
ERROR FREE LOGIN INSTRUCTIONS: 1.   Your username and password can be carefully typed by hand, but if a letter is in question for example a lower case "L" and a capital "i" use option 2.   Or if you are having trouble,  2.   It can be copy and paste...
_CHROME / Firefox / IE 8,9,10 / Opera / Safari_ _Open Chrome and click on the top right icon for the dropdown menu._ _Select 'Settings'_ __ _Scroll down and click on 'Show Advanced Settings'_ __ _Scroll down and find the 'Downlaods' Section. Y...
WHAT IS WHITELISTING [HTTPS://SUPPORT.SERVICE2CLIENT.COM/INDEX.PHP?/KNOWLEDGEBASE/ARTICLE/VIEW/69/6/HOW-TO-WHITELIST-GMAIL-YAHOO-OUTLOOK-AOL-HOTMAIL-CENTURYLINK-THUNDERBIRD--OTHER-EMAIL-CLIENTS]? Email Notices, Transactional Emails, and Email newsletter...
AUTO CREATE CLIENT FOLDERS AND USERS The spreadsheet required for the client mass upload for ICFiles is attached. There are a few of fields that are marked "optional." Those are the only fields that are not required. All other fields are required. Her...
Apple Products  – iPhone and iPad users can download zip files from ICFiles, with our encryption cipher suite. * Before download go to App store and install an Zip compatible App so you can open the files after download. We recommend IZARC [HTTPS://ITU...
"USERS" CAN RESET THEIR PASSWORD IN TWO WAYS. 1. You can reset your own password if you have your ICFiles username. Just go to your login box and look for the "FORGOT YOUR PASSWORD? CLICK HERE" hyperlink. This will start the reset password process. Just...
"CLIENT FOLDERS" OR "MY DOCUMENTS" FOLDER FOR "USERS"  * The Client Foler section in the File System is where you upload and download files to your Users/Clients. A two way commuication. "LIBRARY FOLDERS"  * The Library Folder section is where th...
WHAT IS THE DIFFERENCE BETWEEN CLIENTS AND USERS? CLIENTS are considered the account name and the "FOLDER NAME", such as a business name or individual. "USERS" are the specific people under the Client account that you are granting login access to. The...
HOW DO I DELETE A CLIENT FOLDERS 1. First go to the "CLIENT FOLDERS" drop down menu and search for All clients. 2. Once you are on the Client List page find your "CLIENT". You can either check the box next to the client folder name or mouse over the c...
DELETEING USERS 1. Go to the "USER LOGINS" page and look for the "USER". 2. Delete the "USER". ** "USERS" can have access to multiple folders at one time so when deleteing a "CLIENT FOLDER" the system does not delete the "USER". Thank you, please ...
YOU CAN CONTROL WHICH "USERS" AND WHICH "ADMINS" GET EMAIL NOTICES.   1. You can control this at the time you are uploading by choosing "SEND UPLOAD EMAIL NOTICE:" and Select "No" or "Yes" 2. Set the Default at the "USER" or "ADMIN" level * If you...
INSTRUCTIONS FOR SIGNING AN ESIGN DOCUMENT 1. You will recieve an email, click "Go to Document" 2. When they click "Go to Document" the first page they will see is an eSignLive Consent form.       You will need to "Accept" the consent or the esignpacka...
ESIGNLIVE VIDEO  ESIGN BEST PRACTICES After beta testing the eSign app we wanted to share some things that we found that will make your experience with eSign easier. * While creating an esignpackage/sending a document to a signer, you will find that...
INSTRUCTIONS 1. Closing the "File System" window on the left in ICFiles.com will give you more room. 2. Select your document and click the eSign icon.  3. Check the box and click START. 4. The eSign wizard with open. 5. First add Recipients, a recipient...
WHAT IS AUTO UPLOAD? Auto Upload is recommended for intermediate to advanced Windows and ICFiles users. Auto Upload creates a special folder that matches your selected ICFiles Express folder. When you place files into the local Auto Upload folder, ICFi...
I CREATED A CLIENT FOLDER AND CAN'T FIND IT? If after creating a new "Client Folder" you can not find the folder in the File System. 1. Refresh File System 2. Show File System for All Admins. If you created a User or Client and did not select yourse...
FIND WHAT YOU NEED UNDER USER LOGINS Our User Logins Dropdown menu is sometimes the only place you need to go after you login to icfiles.com. 1. Sign in 2. Go to "User Logins" drop down and select "Add New User". 3. Fill in the users information. ...
HOW TO ADD A SUB FOLDER 1. Move your cursor over the Client Folder Name in the right window. Thank you, please call in or Submit a Ticket [http://support.service2client.com/index.php?/Tickets/Submit] or ask for Live Support [http://support.service2clie...
As an ADMIN, you'll have the ability to change a USER's profile information, including but not limited to their email address. 1. Getting there is pretty simple. Click on User List from the User Logins dropdown menu. 2. Mouse over the user you want to...
HOW TO COMPLETELY REMOVE ICFILES EXPRESS THESE INSTRUCTIONS ARE FOR PEOPLE WHO WOULD LIKE TO REMOVE EXPRESS OR PEOPLE THAT ARE HAVING ISSUES HAVING INSTALLING AND UNINSTALLING EXPRESS ON THE SAME COMPUTER, OR PEOPLE THAT ARE HAVING ISSUES AFTER MOVING TH...
HOW TO ADD A SUB FOLDER 1. Move your cursor over the Client Folder Name in the right window. HOW TO SEE WHICH FOLDER AN ADMINISTRATOR HAS ACCESS TO. 2. Click on the folder icon next to the Admin's name and you will get a drop down style list. HOW TO...
HOW TO SEE HOW MANY USERS HAVE ACCESS TO A SPECIFIC FOLDER 4. Click on the person icon next to the folder name.
HOW TO SEE WHAT FOLDERS A USER HAS ACCESS TO 3. lick on the folder icon next to the User's name and you will get a drop down style list.
HOW TO SEE WHICH FOLDER AN ADMINISTRATOR HAS ACCESS TO. 2. How to see what folder an Administrator has access to.
BELOW IS A LIST OF FILES FOR VIEWING AND/OR DOWNLOADING.* * Download one file by clicking the Download Icon () to the right of the filename. Alternatively you may download multiple files at once in a Zip Archive. Check the box next to each file you wan...
AUTO CREATE CLIENT FOLDERS AND USERS The spreadsheet required for the client mass upload for ICFiles is attached. There are a few of fields that are marked "optional." Those are the only fields that are not required. All other fields are required. Her...
HOW DO I ADD A "NOTE" TO MY DOCUMENT SO MY INSTRUCTIONS OR A PERSONAL MESSAGE GO WITH THE DOCUMENT? Notes can be added to all documents in the ICFiles system either at time of upload or after the document has be uploaded. 1. Add a "NOTE" at time of Up...
HOW DO I RESETTING PASSWORDS BY ADMINS FOR ADMINS 1. Login to your account and select "ADMINISTRATION" on the top menu bar. 2. On the following dropdown, locate and select the "ADMINISTRATOR LIST". 3. Find the "UPDATE MY PASSWORD" button. 4. Creat...
RESETTING PASSWORDS FOR ADMINS 1. Login to your account and select "USER LOGINS" on the top menu bar. 2. On the following screen, locate and select the "USER". 3. Mouse over the "User" name and select "SEND LOGIN INFO". 4. This will send an email ...
HOW DO I RESETTING PASSWORDS BY SUPERADMINS FOR ADMINS 1. Login to your account as "SUPER ADMINISTRATOR" and select "ADMINISTRATION" on the top menu bar. 2. On the following dropdown, locate and select the "ADMINISTRATOR LIST". 3. Find the "SEND LOG...
NEW USER EXPERIENCE - SETTING AN AUTO DELETE DATE It's common to have time-sensitive documents needing to be signed by multiple parties. The ability to securely, and easily transfer documents - with the added benefit of setting an Auto Delete Date to re...
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