RSS Feed
Knowledgebase : ICFiles User Help > User Help Files
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...
NEW USER EXPERIENCE - UPLOADING A DOCUMENT Please click the help icon on the upper right to learn more about the interface. After clicking on 'yourclientfolder', you will see a blue box that says 'Click to Upload Document(s)', click that box to begin ...
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...
Email Notices, Transactional Emails, and Email newsletters often end up accidentally being sent to the spam folder in your email, even though you signed up for them! To avoid this you need to “whitelist” the sender, but this is slightly different for each...
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...
NEW USER EXPERIENCE - HOW TO CONTACT AN ADMINISTRATOR OR RECEIVE ASSISTANCE At various times throughout your experience with ICFiles, you might need some assistance in order to find exactly what you are looking for, or you might even need some technical...
HOW DO I DOWNLOAD A DOCUMENT? You can only down load document from the "DOCUMENT LIST" page which you get to by clicking on the folder name listed under "MY DOCUMENTS" in the "FILE SYSTEM". 1. Find the document you want to download and move your curse...
HOW DO I DOWNLOAD MORE THAN ONE DOCUMENT AT THE SAME TIME? You can only down load document from the "DOCUMENT LIST" page which you get to by clicking on the folder name listed under"MY DOCUMENTS" in the "FILE SYSTEM". 1. Find the documents you want to...
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...
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...
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...
NEW USER EXPERIENCE - MY PROFILE When you get your login information 1. The first thing you should do is go to 'My Profile' on the navbar. 2. From here, you can update you Contact Name, Email Address, Phone Number, Preferred Upload Method, Document ...
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...
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...
Help Desk Software by Kayako support.service2client.com/index.php?