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Client Area > Client Area FAQs

Client Area FAQs

Welcome to OpenSpace from Wilson Partners. OpenSpace is a secure cloud based portal where you can view, download, upload and approve financial documents. If you have any questions relating to this, please see our FAQs or email your contact at Wilson Partners or [email protected]

Client Login

General

IRIS OpenSpace is a cloud application for us to collaborate online with our clients. IRIS OpenSpace has two primary functions:

  • Secure File Exchange
  • Electronic Document Approval

IRIS OpenSpace is hosted at Microsofts Western Europe Azure Datacentre in the which is located in Ireland. This can be confirmed by looking up the IP address and cross checking against the Windows Azure Datacenter IP ranges download.

Your password is encrypted using a salting and hashing algorithm. This means we don’t know your password, and anyone who looks in our database, can never find out what your password is.

All files are encrypted in transit using SSL and AES technologies.

Yes, Locally Redundant Storage is part of the Microsoft Azure platform that IRIS OpenSpace runs on. Simply put, this means that there are 3 copies of all data stored at the Microsoft data centre; so if, for example, the main storage was to fail Azure would instantly switch over to one of the backups without any effect on the application or its data.

IRIS OpenSpace is a cloud application and therefore all you need is an internet browser and an internet connection. We recommend the following browsers:

IRIS OpenSpace does not work with Microsoft IE7 or earlier versions.

Click the Forgot your password? link on the login page and submit your email address; when you click reset you will receive an email, click the unique link in the email and re-create your new password.

Please note that IRIS do not have access to any user passwords, you must reset your own password.

To download an individual file simply click the filename and your internet browser will take care of the rest.

If you wish to download multiple files at once check the relevant boxes to the left of the filename and click the Download button in the toolbar, the files will be compressed into a single ZIP file which can be extracted on your computer.

Some internet browsers do not display the progress bar whilst uploading files to IRIS OpenSpace; this is a known limitation of Internet Explorer (versions 9 and earlier).

Please contact your usual Wilson Partners contact, or email us on [email protected]

Client FAQs

We have added your email address to your IRIS OpenSpace account; this means you will be able to send and receive documents to/from Wilson Partners in a secure environment. Simply click the link in the email to activate your account and create your password.

Please contact us for further information.

Login to IRIS OpenSpace and navigate into the folder location you wish to upload the file to:

  • Click the Upload button in the toolbar
  • Click Browse and find the file (or files) you wish to upload
  • Select the file (or files) and click Open
  • The upload will then start automatically

Please note the time it takes to upload a file is dependent on the upload speed of your internet connection which may be considerably slower than your download speed on a typical residential ADSL line.

Login to IRIS OpenSpace and navigate to the file that you have been requested to approve:

  • Download the file
  • Review the contents of the document
  • Click the Approve link
  • Click either Approve or Reject as appropriate
  • Your accountant will then be notified of your action

Once a document has been approved it is then digitally sealed with your approval information and has a tamper proof certificate coversheet inserted before the first page.

e-Approval

Only PDF files can be approved at the moment.

No, documents that have been approved are digitally sealed with a GlobalSign security certificate.

No, the only information that can be obtained is who approved the document and when it was approved.

No, a document ID is required; the document ID is included in the approved document.

Yes, we have developed e-Approval in IRIS OpenSpace to be fully compliant with the Electronic Communications Act.

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