THE WENTWORTHS CLOUD

 cloudsWell, the cloud we are talking about is not one that will save you having to water the garden (for a very long time it seems) but rather it is a means by which we can better communicate with you, our client in a manner that is SECURE – SAFE - EFFICIENT

 

 

To do so we will be using VC logoVC Document Portal is an extension of our internal document management system which will make it safer, easier, more secure and efficient for us to send and for you to receive documents, including documents that may require a signature.

Signing documents electronically does not require any special software on your part.  All that will be required is to open the document using the authorisation code that will accompany the document and clicking on the approval box to confirm your approval.

This will save you the trouble of putting them back in the post to us, turnaround will be much quicker and the documents will be available to you at any time by logging into the portal.  You will also be able to download a copy of the documents to retain as you wish.

We would point out that if you do not wish us to use this method of communicating with you simply let us know and we will continue as before.

Instructions on how to use The Portal:

USING THE PORTAL WHEN RECEIVING A DOCUMENT FROM WENTWORTHS FOR THE FIRST TIME

Before you can access the Portal for the first time you will need to set up a password to use in combination with your email address to log in to use the Portal, much the same as setting up any other online account.  The password will be entirely confidential to you.

 You can do this when we first make a document available to you, or send one to you for signature.  This document will contain a link – “View the document”.

When you click on this link you will be taken to a screen where you can set up your password.

The password must include at least one number, have a mixture of upper and lower case characters and be at least 7 characters long.

Please note we do not have access to your password.  If you forget it you will need to use the forgotten password link.

HOW TO SIGN DOCUMENTS ELECTRONICALLY

Once you have activated your Portal account and logged on you will be able to view the document that we have sent to you and if necessary sign it electronically.

As mentioned, this does not require any special computer software on your part.  All that is required is for you to enter the Authentication Code included in the covering email that we sent to you.  The easiest way to do this will be to copy and paste the code.

Once you enter the code and click on the sign button we will get a message to say that the document has been signed and we will then deal with the document in the appropriate way.

Documents that are sent to you for information or review will not have an authentication code as they will not need signing.

THE NEXT TIME WE SEND YOU A DOCUMENT

After we have sent you a document for the first time, you will only have to click on the “View the document” link and you will be taken to the logon screen where you can log in and view your documents.

VIEWING THE DOCUMENTS THAT WE HAVE ADDED TO YOUR  PORTAL

If at any time, anywhere, you want to log into your Portal to view your documents all you need to do is go to this secure website:

 www.virtualcabinetportal.com

You will be able to log in on the right hand side of the screen, using your login details – your email address and password.

You can also download the documents in your Portal to your own computer and retain them separately from the Portal

SENDING DOCUMENTS TO WENTWORTHS USING THE PORTAL

The Portal is not a one-way system of sending documents – YOU can send documents to Wentworths as well using the Portal.

To do so, log in to the Portal and then click on the “Upload” button on the left hand side of the screen.

You will be then be able to browse and select a document from your PC, laptop, tablet or other suitable device and choose to whom at Wentworths you wish to send the document.

We hope you will join with us in using the Portal as a means of sending documents in the future. If you have any queries or points you wish to discuss, please do not hesitate to contact us.

The Wentworths Team