Secure File Sharing for Your Clients

Sharing sensitive files with clients is critical for many businesses, but traditional methods like email are not secure. Nexus Portal allows your clients to securely upload and share files through their private dashboards. This guide will walk you through setting up secure file sharing for your clients.

Steps to Set Up Secure File Sharing #

Step 1: Enable File Sharing in Client Portals #

1. Log in to your Nexus Portal admin account.
2. Go to the Settings menu in the top-right corner.
3. Select Client Portals under the **Portal Customization** section.
4. Ensure that the File Sharing option is enabled for client portals.

Step 2: Configure Folder Access for Clients #

1. Navigate to the File Management section in the main dashboard.
2. Create or select a folder for the client. You can organize files by project, date, or client name.
3. Set folder permissions to limit access:
   • Client-Specific Access: Restrict the folder so only the assigned client can view or upload files.
   • Staff Access: Grant access to specific staff members who need to collaborate on the files.
4. Click Save Permissions to finalize your settings.

Step 3: Share Files with Clients #

1. From the File Management section, select the folder you wish to share with a client.
2. Upload files directly into the folder by clicking Upload and selecting files from your device.
3. Notify the client by sending them an email with instructions to log in and access their files.

Step 4: Allow Clients to Upload Files #

1. Ensure the folder permissions allow File Uploads for the client.
2. Clients can log in to their dashboard, navigate to the Files section, and upload documents securely.
3. Admins and staff can view the uploaded files from the File Management section.

Tips for Success #

• Use Encryption: All files shared through Nexus Portal are encrypted to ensure data security.
• Organize Files by Client: Maintain a clear folder structure to avoid confusion and make file retrieval easier.
• Notify Clients: When sharing or requesting files, notify clients via email or dashboard notifications.
• Audit Access: Regularly review folder permissions to ensure the right users have access.

Common Questions #

1. Can clients see files shared with other clients?
No. Files are securely restricted to the client and staff assigned to their folder.

2. What file types can be uploaded?
Nexus Portal supports all common file types, including PDFs, Word documents, Excel spreadsheets, images, and videos.

3. How secure is file sharing?
All files are encrypted and stored securely within the Nexus Portal, ensuring that sensitive information remains protected.

Next Steps #

• Set Up Notifications: Enable email or dashboard notifications for file uploads and shares.
• Track File Activity: Use the Activity Log to monitor who is accessing or uploading files.
• Train Your Team: Educate staff on managing and securing client files within the portal.