Getting started with CoraCloud

CoraCloud account owners can signup for their account, invite team members, add clients and upload documents using the instructions given below.

  1. First sign up for your owner account. Go to www.coracloudplus.com and click ‘Sign Up’. 

Enter the email address you want to use for CoraCloud, your first and last name and check the I’m not a robot box. Please note that if you want to add team members, you need to use a private email domain.

  1. You will receive an email with a link to setup your password. Your email may have gone to your spam or junk folders. Click the link to create your password.

Create a secure password for your account.

  1. Next, go to www.coracloudplus.com and click ‘Sign In’. Enter your email address and the password you created to sign into your account.
  1. On the next screen, verify your first and last name, and enter your phone number. The last 4 digits of your phone number is used as your eSignature PIN.
  1. Next you will see your CoraCloud dashboard where you can see your owner label and those of the clients you add to your account. Click the + to add your client.
  1. Enter your client’s email address, and name in the popup window that appears to add the client.

The client you enter will be used as the owner, CoraCloud account will be created, and an email with a link to create password will be sent to the client.

  1. You will now see the label for the client you created on the dashboard.
  1. Hover your mouse over the Admin link at the top right, and select ‘Team Member’ to add a team member. Please note that the team members need to be on the same private email domain. You can see the existing team members at the top of this screen.

The team member will get an email link to create their own CoraCloud account.

  1. Click the client label, and then click the + to add a company for the client. Clients can have multiple companies under one label.
  1. You will now see the label for the client company you added.
  1. Click the label for the Client company. You will see the two folders named Client Documents (External) and Client Documents (Internal).  Your clients will have access only to the external folder. You and your team members will have access both to the internal and external folders. Use the external folder to get documents from, or share documents with your clients. Use the internal folders to keep working documents that the clients need not have access to.
  1. You can invite additional users to share the external or internal folders by clicking the green ‘Share’ button for the folder. Add the client users only to the external folders so they will not have access to your private documents in the internal folders.
  1. You are now ready to upload files that you want to share with your team members, or with your clients. Select the folder where the file needs to be uploaded, and click the ‘Upload Files’ button. Browse and select a file to upload from your local device to upload.
  1. On the Home Dashboard, click the Owner label to add your own companies for which you want to use CoraCloud. Your team members will have access to your companies, and you can invite additional users to share the internal or external folder of your company.

15. Your CoraCloud account is now set up and you can start collaborating with your team members and clients. Please refer to CoraCloud FAQs and other help documents to learn about using specific features.

Updated on June 3, 2021
What are your Feelings

Still have questions? Contact Support

Option 1

Chat with Us!

 

Select the green icon on the bottom right of the screen to chat with a member of our support team. 

Option 2

Submit a support ticket