Send client portal documents to IRIS OpenSpace

This feature is currently only available for customers who have migrated from Taxfiler by IRIS. We will be announcing the full IRIS OpenSpace integration launch soon!

The following applies to all users of the client portal, whether you subscribe IRIS Elements Practice Management or not.

The following assumes you have successfully created the connection between IRIS Elements and IRIS OpenSpace. If not, you are prompted to create the connection before the recipient is checked.

1. From the Clients menu, select Clients list.
2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

3. Go to the Documents tab.
4. If the document does not exist in the document list, you must upload it first.
5. Select More actions then Send to OpenSpace.
6. Either:
   1. To send the document with no further action, select More actions then Send to OpenSpace.
   2. To send the document and request the recipient signs it, select Request signature then OpenSpace.
7. Confirm the document being sent and the recipient are correct.

   All files sent to IRIS OpenSpace always go to the primary contact of this client record. If one is not found, you are prompted to create a primary contact first before attempting to resend the document.

An email notification is sent to the recipient confirming a new document is available to them. If the contact does not exist in IRIS OpenSpace, a registration email is automatically sent for them to create the account first. Both emails are sent from noreply@irisopenspace.co.uk — you must add this email address to your safe list. If the emails cannot be found, check the junk or spam folders.

The OpenSpace column in the document list changes to reflect the current state of the document in IRIS OpenSpace: Sent, Signed, Approved, or Rejected.