Cloud Storage Integrations with the Client Portal

Orion offers integrations with Sharefile, Box, Dropbox, and Egnyte that will allow you to share documents and files securely between your office and clients.


How does Cloud Storage work?

  • A third-party cloud storage solution allows your firm to connect their company cloud storage solution to create an organized directory for client documents.
  • Users are able to access documents via Orion Planning in the Document Vault.
  • Generate client reports and send them directly to an Advisor Shared folder for each specific client.  

image

Important Note: The Document Vault displays either Orion's native document storage vault or your preferred third-party provider. Turning on a cloud storage provider in the Client Experience app hides Orion's cloud storage provider to streamline your client's experience. This suppresses all documents that were manually uploaded in the portal prior to using a third-party cloud storage integration and ceases all vault notifications in Orion Planning. To retrieve these documents, simply turn OFF the Cloud Storage Enabled setting in the Client Experience app by following the steps below.


Turn Cloud Storage Providers ON and OFF

  • Navigate to the Client Experience app 


  • In the Settings for Site Defaults 


  • Go to the Documents tab > Turn ON Cloud Storage Enabled (Turn OFF to disable your cloud storage provider. You do not need to unlink the provider.) 


  • Next to Advisor Cloud Storage, click the Link Your Account option next to your storage provider to begin the linking process.


  • Follow the steps on the screen to link your provider credentials to Orion. Use administrative level credentials to provide full access to your cloud storage provider.


  • This may take a few minutes, but once linked, it redirects you back to Orion Planning.

Note: The Cloud Providers dropdown displays Unlink Your Account after you establish the connection. Click to unlink your cloud storage account at any time.


View the Cloud Storage Folder

  • Go to the Document Vault to view the Advisor Shared folder (cloud storage folder)
    • Orion Planning  > Search for Client > Document Vault 
  • Within the Document Vault, click Upload to upload files to the Advisor Shared folder (these are restricted to the specific client). This is also done through the Cloud Storage solution’s user interface. This way, you are able to organize or have specific folders created in advance for the client to use.
  • Review the Upload Statements and Documents to the Client Portal Through the Document Vault article for more information.

Screen Shot 2022-08-04 at 11.03.05 AM.png

Please Note: Orion Planning sends email notifications when clients upload to the Vault, whether they're using the native Vault or integrating with cloud storage partners in the Advisor Shared folder.

OrionFolder

  • Orion creates a folder in your cloud storage provider’s root directory titled OrionFolder. This is a specific folder that is shared with the Orion platform for the cloud storage connection. Please Note: This folder should not be deleted. 
    • See below for an example: Ex. ShareFile Root Directory

image


  • Inside OrionFolder, Orion creates a subfolder for each client. A new client folder is created when a user (either an advisor or a client) accesses the Advisor Shared screen within Orion Planning. The folder is named with the client’s Household ID and then name, i.e. 46 – Smith, John. This ensures Orion links the folder to the correct client. If this folder is renamed, Orion does not find an existing folder for the client, so a new folder is created.
    • Orion Folder > Representative Folder > Household Folder

image

Private vs. Shared

  • Inside each client folder, two additional folders are created - Private and Shared.
    • Anything added to the Private folder is hidden from the client but is used by the firm for internal purposes.
    • Anything added to the Shared folder is immediately available to the client in Orion Planning.

image