GETTING STARTED. Client Axcess Guide. Logging In to Client Axcess the First Time. 4. Enter your verification code on the Identity Verification screen.

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1 GETTING STARTED Logging In to Client Axcess the First Time When you log into Client Axcess for the first time, you will receive a one-time verification code to enter when setting up your password and establishing the device you re logging in on as a trusted device. Note: You must repeat the verification process the first time you log in to Client Axcess in different devices and browsers. To log in to Client Axcess for the first time, do the following: 1. Click the authentication link in the Welcome you received. 2. Select how you would like to receive the verification code. Your options are via , text, or by a phone call if your user profile contains a phone number. 3. Click or tap Send the Code. Note: You should receive the code within a few seconds. If you do not receive the code, click Resend. 4. Enter your verification code on the Identity Verification screen. 5. If you are on a public computer or device, clear the Trust this device for 90 days box. 6. Click or tap Submit. 7. Enter your password, then enter it again in the Confirm Password box. Your password must be between 8 and 32 characters and contain at least one each of the following: A number A special character An uppercase letter 8. Click or tap Save. 9. Enter your new password. 10. Click Log In.

2 Uploading Files to a Portal You can add files to a portal. If you use Client Axcess on a desktop computer, you can upload files up to 2 GB in size. When you use a tablet, you can upload files up to 1 GB in size. To upload most file types to a portal, do the following: 1. If you have access to multiple portals, verify that you are logged in to the correct portal. 2. Select the To Firm folder. 3. Click Upload. Notes: If you use Client Axcess on a desktop computer, you can also add files by dragging them from your workstation and dropping them on the file grid or folder tree. If you begin an upload, but do not click Upload All on the Upload Queue, an icon at the top of the window will flash to remind you that files are pending upload. You can click that icon to return to the Upload Queue. Note: If neither of these buttons display, you do not have the necessary permissions to upload files. Contact your firm administrator or portal administrator for more information. 4. Navigate to and select the files to upload. You can add multiple files at one time. 5. Click or tap Upload All in the Upload Queue.

3 Moving Files You can move files from one folder to another in the same portal. You can move files individually or, if you are using a desktop computer, in batches of up to 100 files at a time. You cannot move multiple files at one time on a tablet or phone. Notes: Files must be checked in and unlocked before you can move them. If you are a portal admin or a portal user and a file is designated as read-only, you cannot move the file. To move files from one folder to another, do the following: 1. Locate the files you want to move. 2. Select the check boxes for the file to be moved. Then, click the More Actions button select Move. Moving Between Portals Some clients may have access to multiple portals due to being the point of contact for multiple companies. If you have access to multiple portals, you can move from one portal to another by doing the following: 1. On the upper left side of the header bar, click the current portal name to display the list of portals you have recently accessed. 2. If you see the portal you need, you can select it in the list. If you do not see it, you can do any of the following to locate the correct portal: Search for a portal. Enter all or part of a portal name in the search box, and then select the search button. If the list of search results is long, you can scroll through the list to locate the portal you need. Sort the list of recent portals. Click the sort arrows at the top of the list to sort the list is alphabetical order. Click the arrows again to sort in reverse alphabetical order. 3. Select the folder where the files should be moved. 4. Click or tap Move. 5. If prompted, specify whether the files you are moving should adopt the retention settings of the new folder.

4 Adding a Portal User If your role is set as Administrator, you can add others to the portal on your own. To add a portal user, do the following: 1. Click or Client Users in the upper right corner. 2. Click or tap Add New User. 3. Enter information about the user on the User Profile tab. Notes: Below is an explanation of the security roles that can be assigned on the User Profile tab. Best practice is to provide users with the most restrictive permission. Administrator. Can perform all file management tasks in the portal. Standard User. Can perform all file-related tasks in the portal except overwriting files with duplicate names. Limited User. Can perform the following filerelated tasks in the portal: Add, view, check in/check out, download, and delete files Cancel own file check outs View the history and properties of files Read-only User. Can download and view files For additional security, we recommend that at least one mobile number be entered in the user s profile. Client Axcess uses this phone number to send a verification code when the user first logs into Client Axcess on a device or when resetting the user s password. If needed, see About Security User Roles for information about selecting the correct security user role for the user. 4. Click the Assigned Portals tab to select the file management role the user should have for this portal. You can also set a date the user s access to this portal should expire. 5. Click or tap Save and Close. Removing a Portal User If your role is set as Administrator, you can remove other who have access to the portal. To Remove a portal user, do the following: 1. Click or Client Users in the upper right corner. 2. Place a check next to user who has to be removed. 3. Click more options and Delete. Then click Yes to confirm. Upload-only User. Can upload files to a portal (available for portal users only)

5 HOW TO REQUEST SUPPORT Having trouble accessing the portal? Send an to with the following information: Full name Company Name (if applicable) Best number to reach you back at Details on what you are trying to do such as: Adding a portal user Removing a portal user Uploading a file Details or screenshot of error messages You can also reach out to your Bonadio engagement team. They can pass along the information to our IT Customer Support group.