MJGroup Virtual Office

 

INSTRUCTIONS FOR USE - ADMINISTRATIVE FUNCTIONS

 

Changing your Password:

 

§         Log in to your account by entering your email address and password. 

§         Once entered, click on the “My Profile” link in the upper right side of the screen.

§         In your Profile area, click on . 

§         To change your password, enter your current password, your new password, and a confirmation of your new password, in the spaces provided.

§         Click , located in the upper right corner of your screen.

§         Your new password is now set.  NOTE: your password must be at least 4 characters long.

 

Edit your Contact Information / Personal Information:

 

§         Log in to your account.

§         Once entered, click on the “My Profile” link at the upper right side of the screen.

§         In your Profile area, click on

 . 

§         Update your Contact Information / Personal Information by typing your new and/or revised data in the appropriate field(s). 

§         When you are done entering information, click , located in the upper right corner of your screen.  Note: your advisor will receive automatic email notification whenever information in your account has been modified or changed.

 

MANAGING YOUR FILES

 

Uploading Files to your Advisor(s):

 

§         Log in to your account.

§         Click on the “Files” tab – the first tab on the left side of your screen, under your “Welcome”.

§         Click  above the “Folder List” on the left.

§         At the “Upload File” page, click “Browse” to be taken to your hard drive / local machine. 

§         Locate the file you want to upload and double click on the file.  The selected file’s location on your computer will appear in the box to the left of the “Browse” button.

§         Input information on the “File Version” and “Description” in the spaces provided [Optional].

§         Select an advisor to assign the file by clicking the button to the left of the advisor’s name. 

§         If you would like to leave an Optional Message for the advisor recipient, fill in the Subject and Message sections in the lower portion of the screen.

§         Click  and the file will appear in the “File List for Client Uploads Folder”.  Note: the advisor to whom you assign the file will receive email notification that you uploaded a file for review in your “Client Uploads” folder.

 

 

Reviewing Files:

 

§         Log in to your account.

§         Click on the “Files” tab – the first tab on the left side of your screen, under your “Welcome”.

§         In your Files area, you will find a list of folders on the left side of the screen.  The number of files within each folder is indicated by a number after the folder name. 

Example: Client - Documents(2)

§         Click on the folder that has the file you want to open.

§         Click on the file you want to review.

§         Based on your internet browser settings, you will be able to download, open or save that file to your computer.

 

 

 

RETRIEVING AND SENDING SECURE NOTES

 

Posting a Secure Note to your Advisor(s):

 

§         Log in to your account.

§         Click on the “Notes” tab -- the fourth tab on the left side of your screen, under your “Welcome”.

§         Click on  

§         The “Notes” work just like email, but the “Note” stays in the secure website.  Enter a “Subject” in the Subject Line and write your message in the “Note” section.

§         Click the Advisor(s) name in the box on the left who you would like to be either a “To” or “CC” recipient. Click on the “Assign To” or “Recipients” button, as appropriate.  The advisor(s) name(s) will appear in the appropriate box.  Note: the advisor(s) selected as “To” or “CC Recipients” will receive automatic email notification that you posted a secure “Note” to them.

 

Reviewing Secure Notes:

 

If you have received an email that a “Note has been posted”:

 

§         Log in to your account.

§         Click on the “Notes” tab – the fourth tab on the left side of your screen, under your “Welcome”.

§         The most recent “Note” will be at the top.  To read the details of a “Note”, click on the “Subject”.

 

 

 

 

 

USING THE TASKS FUNCTION

 

Reviewing Tasks:

 

If you have received an email that a “Task has been Assigned”:

 

§         Log in to your account and click on the “Tasks” tab, second tab on the left side of your screen.

§         Here you will find a list of “Tasks” that have been entered for you. 

§         Click on the “Title” to open the “Task Detail” window.  Here you can read the details of the task and mark the assigned “Task” as “Completed” or leave it as “Not Completed”. 

§         If you make any changes to the status of the task, hit  in the top right of the screen; otherwise, click on  to leave the window. Note: once you mark an assigned “Task” as “Completed”, your advisor(s) will receive automatic email notification that you’ve completed the “Task”.

 

 

 

 

CREATING AND SHARING BOOKMARKS

 

Creating Bookmarks:

 

§         Log in to your account.

§         Click on the “Bookmarks” tab -- the third tab located on the left side of your screen, under your “Welcome”.

§         To create a Bookmark, click

§         Enter the “Name”, “URL”, “Description”, “Username” and “Password” of the website you want to “Bookmark”.

§         After you’ve entered the above information, click  

 

 

Sharing Bookmarks Details with your Advisor(s):

 

§         After entering the “Bookmark” details, you have the ability to keep the information to yourself by leaving “Only Myself” marked, or you can share the “Bookmark” details with your trusted advisor(s) by clicking on the “Advisors I select below” button.

§         If you have clicked the “Advisors I select below” button, a message will appear notifying you that certain advisors should not have access to certain “Demand Accounts”.  Read the message, should you still like to proceed, click “OK”

§         Check the box next to the advisor(s) name(s) that you want to give access to this “Bookmark Detail” and click  .  Note: the advisor(s) you share your “Bookmark Details” with will receive an email notification that you’ve granted them access to that “Bookmark”.

 

 

Changing a Bookmark’s details, or the advisors to whom you have granted or restricted access to your Bookmark:

 

§         Click on the “Bookmark” name.

§         Click .

§         Make the appropriate changes to the “Name”, “URL”, “Description”, “Username” and “Password”.

§         If you would like to change advisor access to your “Bookmarks Details”, click on the box next to the advisor(s) name

§         To restrict access from all advisor(s), click on the “Only Myself” button.

§         To share access with your advisor(s), click on the “Advisors I select below” button.

§         If you have clicked the “Advisors I select below” button, a message will appear notifying you that certain advisors should not have access to certain “Demand Accounts”.  Read the message, should you still like to proceed, click “OK”

§         Check the box next to the advisor(s) name(s) that you want to give access to this “Bookmark Detail” and then click  . 

 

COMPLETING YOUR SESSION

 

 

Completing Your Session

 

§         Click “Log Out” at the upper right corner of the screen to exit your account.

§         Your secured session is completed.

§         To return, go to your Login page and enter your email and password, as usual.