This article will show you how you can allow your clients to delete files in the Client Portal for Imagine Share.

Looking at portal

To begin, log into your portal (using your specified domain name and password provided in your welcome email. If you do not have this information, please email Courtney at cinman@imaginetime.net).

All Workspaces:

Figure 1 shows the “All Workspaces” landing page. This is the first page displayed. Select the “Firm Settings” link from the left side menu area to open the “Firm Settings” dialog page (figure 2).

Figure 1 Screenshot showing the location of the “Firm Settings” link.

The screenshot below (figure 2) shows the “Firm Setting:: Overview” screen. Select the “Advanced Settings” link from the menu bar to load the “Advanced Settings” dialog page (figure 3).

Figure 2 Screen Shot of Settings: showing the location of the “Advanced Settings” link.

Figure 3 below shows the ”Advanced Settings” screen. This is a list of the available settings options. Select the blue ”Update” button at the bottom of the “Settings” column to open the “Settings Update” dialog page (figure 4).

Figure 3 Screenshot showing the ”Advanced Settings” dialog and location of the “Update” button.

Figure 4 below showing the “Advanced Settings:: Update” dialog screen. To allow clients to delete files in the client portal, select the “Allow clients to delete files” button. This will enable the “Allow clients to delete files” option, changing the button color to blue (figure 5).

Figure 4 Screenshot of “Advance Settings:: Update” screen showing the location of the “Allow clients to delete files” button.

Figure 5 below shows the “Advanced Settings:: Update” screen with the “Allow clients to delete files” button selected. You may “Enable” or “Disable” this option. Select the required option, then select the blue “Save” or “Cancel” button to keep or discard changes (figure 6).

Figure 5 screenshot of “Advanced Settings” page showing “Allow clients to delete files” button enabled and location of “Save” button.

Figure 6 below is a screenshot of the “Advanced Settings” screen showing the “Allow clients to delete files” in the client portal set to “On”.

Figure 6 screenshot showing “Allow clients to delete files” set to “On”.