Using the Courier portal

The Courier portal is a web page where recipients are directed to once they are sent a transmission from a sender of FileHold. The link to the portal is provided in an email that is sent to the recipient. Once the recipient clicks on the link, they are taken to the Courier portal.

A configuration option “CourierBaseUrl” can be configured in the web config file in C:\Program Files\FileHold Systems\Application Server\LibraryManager. This allows the URL for Courier links to override the global base URL “URLForDownloads” if defined. Having a separate URL for Courier allows customers with one or more web client applications to have differing links.

The portal has been designed so that it is simple and easy to use by recipients.  However, the Courier portal can be customized to match the overall look and feel of an organization and can include customized links to other web or help pages, if necessary.

The following image is an example of what the Courier portal may look like.

Image

The Courier Portal allows the recipients of transmissions to:

• View documents
• Approve documents
• View the list of documents that have been sent to the recipient
• View the list of transmissions that have been sent to the recipient
• View recipient profile
• Log in and out of the Courier portal
• Show or hide the transmission details

To view the list of document sent to recipients

1. In the Courier portal, go to My Account > Documents.
2. The list of documents sent to the recipient is shown. Click on an entry to:

• Click Download to get a copy of the file.
• Click Transmission to go to the Transmission page. From the Transmissions page, you can view or approve documents.
• Click Details to view the details of the transmission.
• Click Cancel to close the entry for the document.

To view the list of transmissions sent to recipients

1. In the Courier portal, go to My Account > Transmissions.
2. The list of transmissions sent to the recipient is shown. Click on an entry to:

• Click Transmission to go to the Transmission page. From the Transmissions page, you can view or approve documents.
• Click Cancel to close the entry for the transmission.

To view the recipient profile

1. In the Courier portal, go to My Account > Profile.
2. In the My Profile page, view or modify the following options:

• Email - The email address of the recipient. This cannot be modified
• My name - Enter the name for your profile. This is the name displayed in the portal. By default, this is the recipient email.
• Change password - Click Change Password to reset the password of the recipient. This may not be an available option.

3. Click Save to save any changes or click Back to Transmission to return to the transmission page.

To show or hide the transmission details

The transmission details contain specific information related to the Courier transmission such as transmission number, sent date, due date, and the sender name.

1. Click Hide to hide the details of the transmission.
2. Click Show transmission details to view the details again.

To log in to the portal

Note that you may not be required to log into the Courier portal. If you are a registered FileHold user, use your FileHold password to log in.

1. Do one of the following:

• If you have not set up a Courier password, enter a password twice and click Save Password.
• If you have already set up a Courier password, enter the password and click Login.

To log out of the portal

1. In the top header, click Logout. You are logged out of the portal.