Onit's new General File Sharing capability within Billing Point enables clients and vendors to exchange key operational documents within the system. With this new functionality, both clients and vendors can upload, review, and maintain visibility into shared documents tied to their business relationship.
Heres how the General File Sharing feature works on the vendor (BillingPoint) side:
Using General File Sharing
Within BillingPoint, click on the Client Settings menu option and then on Files. You’ll see three options under the Files menu:
- Billing Guidelines
- Other Client Files
- Vendor Shared Files
Vendor Shared Files
Under the Vendor Shared Files menu, you can upload files to share with the client. You'll see the notation of Documents Shared by Us in the upper left-hand corner of the screen.
The main screen will display the Type of file, the File Name, a Description, the Category, the Label, the Date Uploaded, the name of the person it was Uploaded By, the Size, and an Action menu.
Click on the up/down arrows next to any column to sort by that column. Click on the blue link under each File Name to download the file. You can also bulk download the files using the white boxes next to each file (click the top box to select all). Use the Search bar to search for a specific file.
Under the Action menu, you can Edit the files, Replace them, or Delete them.
Click on Upload Files to upload a new file to the system.
After clicking on Upload Files, you'll see this screen. Click Select Files or drag and drop the file(s), then click Next to proceed or Back to cancel.
From there, fill out the Category and Label for the file from the drop-down menus and fill in a Description. You can also hit the Trash button (trash can) to remove a file.
Click Upload Files to upload to the system.
NOTE: The Category and Label options are adjusted in the client settings; contact your Onit representative to adjust.
You'll see the Files uploaded successfully message on the main screen.
Other Client Files
Under the Other Client Files menu, you can view files shared by the client. You'll see the notation of Documents Shared With Us in the upper left-hand corner of the screen.
The main screen will display the Type of file, the File Name, a Description, the Category, the Label, the Date Uploaded, the name of the person it was Uploaded By, and the Size.
Click on the up/down arrows next to any column to sort by that column. Click on the blue link under each File Name to download the file. You can also bulk-download the files using the white boxes next to each file (click the top box to select all). Use the Search bar to search for a specific file.
Billing Guidelines
Under Billing Guidelines, you'll be able to preview or download the guidelines uploaded by the client.
The main screen will display the Document Name, Document Type, Date Last Updated, Name, and the Actions menu. Click on Preview or Download under the Actions menu to view the guidelines.
