Log into the ImagineTime Portal using https://yourfirmname.imaginetime.com. Enter the email address and password associated with your “Firm” (Figure 1). Select the “Sign in” button.

Figure 1 Screenshot of Portal Sign In page.

Figure 2 below is the login landing page for the “ACME Corporation”. This example is showing a single client and two firms. Your login landing page may only show your clients and a single firm. Select your “Firm Name”.

Figure 2 Screenshot of the firm login landing page.

Figure 3 below shows the “All workspaces” landing page. Here you would see all of your clients. To update a clients’ information, select the “Client Settings” link from the sidebar menu on the left side of your screen.

Figure 3 Screenshot of the “Workspaces” All client Workspaces screen.

Figure 4 below shows the “All Firm Clients” screen. To update a client’s information select the name of the client to change from the client list. This will open the “All clients:: Overview screen for the selected client, see figure 5.

Figure 4 Screenshot of “Client Settings: All Firm Clients” showing the list of current clients.

The screenshot figure 5 below shows the current client information. There are four links located below the client’s name. The blue-colored “Overview” is selected by default when the current page is displayed. You can select the “Notifications” (figure 7), “Contacts” (figure 8), or “Assigned Staff to update additional settings screens. To make changes to the client’s “General info” select the blue “Update general client info” (Figure 6) link on the right side of the dialog. You can add a primary or a secondary phone by selecting the blue “+ Add phone” link under “Primary Phone”. Similarly, you may add primary or secondary addresses by selecting the “Primary address” link.

Figure 5 Screenshot of “All Clients:: Overview” screen.

Selecting “Update general info” from the “Add clients:: Overview” screen will open the “General info” dialog (figure 6). You can edit client “Name”, “Client Identifier”, “Engagement type”, “Website”, “Primary Phone”, or “Primary address”. You may also add an additional secondary phone or address from here. You can “Save” or cancel any changes. Selecting “Save” will save changes and return you to the “Overview” screen. Selecting “Cancel” or the blue “Update general client info” link on this page will return you back to the “Overview” screen without saving your changes.

Figure 6 Screenshot of “Overview:: General info” dialog screen.

The screenshot (figure 7) of the “All clients:: Notifications” screen illustrates the selection of notifications to the client and staff members from the different work flows completed using the ImagineShare portal or by the ImagineShare email add-ins. Selecting the bell icon will enable or disable a notification. Greyed-out icons will not send notifications.

Figure 7 Screenshot showing “Notifications” screen detailing available notification selections.

Figure 8 is a screenshot of the “All clients:: Contacts” screen. Client contacts are individuals associated with this client. They receive notifications, they can ask or answer questions and can view all client files. If you have not yet added any clients the screen will appear as below with two blue buttons. Selecting the blue “Add client contacts” button in the middle of the screen or the smaller blue “Add contacts” button upper right of the screen will load the “Invite client users to your client’s page” (figure 9). After entering your first contact the larger blue button will no longer appear in this dialog box.

From this screen, you can add contacts (figure 9), remove them from the client, or archive clients. Additionally, to the right of the small blue “Add Contacts” button, on the right side of your screen are three black vertically placed dots that you can select to view archived client contacts.

Add contacts

Figure 8 Screenshot of “All clients:: Contacts screen showing “Add Client contacts” button.

Figure 9 below is displayed after selecting the blue “Add contacts” button from the “All clients:: Contacts” screen. Enter the email address, contacts full name, add a note (optional), then select the “Preview email” button to see what is being sent. Close the preview by selecting the “x” in the upper right corner of the preview screen. Select the orange “Send now” button to open the “Send now” verification dialog (figure 10).

Figure 9 Screenshot of “Add contact” dialog box with the minimum required info entered.

In the Figure 10 screenshot below the dialog asks you to confirm your actions by choosing one of the three selections. Selecting the white “x” in the upper right corner of the red “Never mind” will cancel the contract creation process. Selecting “Upload only” will create the new contact record, but will not send the invite email for the new contact to be able to log into the portal. Selecting the “Yes, upload and send invite” will create the contact and send the invite email to the new contact. After selecting “Upload only or “Yes, upload and send invite” a confirmation dialog will appear with information pertaining to the completed invitation (figure 11).

Figure 10 Screenshot of “Invite contact” confirmation dialog.

Figure 11 below is a screenshot of the confirmation dialog from the “Add contacts” workflow.

Figure 11 Screenshot of “Add contacts” confirmation dialog.

Figure 12 is a screenshot of the “All clients:: Assigned staff” screen before any staff members have been entered. Staff members without owner/admin privileges will only be able to view Client Workspaces assigned to them. To assign a new staff member to this client select the blue “Assign staff members” button.

Figure 12 Screenshot of “All clients:: Assigned staff” “Assign staff members” button.

Selecting “Assign staff members” (figure 12) will display the “Assign staff” dialog box (figure 13) with the “Choose a staff member” drop-down selection box. The drop-down box will only display all staff members you have previously entered in “Firm Settings:: Members:: Invite Staff”. Figure 14 shows the “Assign new staff” drop-down selection box opened. Only one staff member may be selected at a time. Repeat the process to add as many staff members as you wish to have access to this client’s information.

Figure 13 Screenshot showing open “Assign new staff” selection box.

Figure 14 Screenshot of “Assign staff” dialog box.