How to use ClientDocx
ClientDocx allows DR clients to securely store account information, important documents, and grant secure access to designated family members and advisors. Access to ClientDocx may be found by selecting the ClientDocx tab on www.drc-law.com. We highly recommend you change your password and the security question/answer upon your first login. Client cards with your account information are sent to each client by DR.
Your ClientDocx account information was set forth in the letter we provided you at the time you executed your Plan. That information included your:
Granting Additional Third-Party Access:
If you would like to update family members or advisors who have access to the account, you must do so by contacting DR.
To log in, Family Members must do so at www.clientdocx.com/family. You are responsible for providing the designated family member(s) with their individual login information.
To log in, Advisors must do so at www.clientdocx.com/advisors. You are responsible for providing the designated advisor(s) with their individual login information.
Upon logging in, you are able to update your personal information, store online account information, manage documents and securely send additional documents to DR. The following items outline the basic functions and parameters of the ClientDocx system:
1. Online Accounts
Once you change your password, no one but you can access your ClientDocx account. DRC’s policy prevents access to any online account information you choose to store in ClientDocx. However, if you lose your password, please contact us and we can assist you in obtaining access to your account.
The documents tab contains all of the “locked” documents, which are unable to be edited or removed, that have been uploaded by DRC as part of your representation. These typically include all documents that are part of your trust or estate plan. The documents tab also contains any documents you choose to upload. All documents you upload must be in portable document format ("pdf") form and may be removed at your choosing.
You may also manage how you share your documents. Each document in your list will show whether a family member and/or advisor may access it through their separate logins.
To Grant New Access:
a. Select the check box to the right of the document.
b. Select the appropriate individual from the drop down menu, below.
c. Click “Share.”
If you were successful, that individual will now be designated as having shared access to that particular document. This individual will now be able to access this document through their respective login.
To Remove Access:
a. Select the (x) button beside the name of the person you wish to restrict access from, below the corresponding document.
If you were successful, the individual will no longer have access to that particular document and will no longer be designated as a “shared with” recipient.
3. Docx for Attorney
This feature allows you to send documents to DRC more securely than through email. Documents must be in pdf format and small than 14 MB.
Shortly before each client's "annual date" (usually a year after execution of a plan), DR sends out a renewal notice which allows you to continue your ClientDocx account as part of DR's "Trust and Estate Maintenance Program". If you choose to continue with the Program, you will need to return the renewal notice with the required fee to DR.
If you have any questions, comments, or need assistance with your ClientDocx account, please contact Lisa Evans at 303-793-3400 or firstname.lastname@example.org.