{"id":2405,"date":"2025-10-28T14:17:48","date_gmt":"2025-10-28T13:17:48","guid":{"rendered":"https:\/\/www.meng-partner.ch\/news\/customer-portal-instructions-functions-secure-document-upload\/"},"modified":"2025-11-20T16:27:21","modified_gmt":"2025-11-20T15:27:21","slug":"customer-portal-instructions-functions-secure-document-upload","status":"publish","type":"news","link":"https:\/\/www.meng-partner.ch\/en\/news\/customer-portal-instructions-functions-secure-document-upload\/","title":{"rendered":"Customer portal &#8211; instructions, functions &amp; secure document upload + FAQ"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Overview: What is the customer portal?<\/h2>\n\n<p class=\"wp-block-paragraph\">Our customer portal is your direct access to important services:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Submit support requests online<\/li>\n\n\n\n<li>Start remote maintenance easily<\/li>\n\n\n\n<li>Upload documents securely and encrypted<\/li>\n<\/ul>\n\n<p class=\"wp-block-paragraph\">No registration, no password &#8211; access is directly via our website.<\/p>\n\n<h1 class=\"wp-block-heading\">Step-by-step instructions<\/h1>\n\n<h2 class=\"wp-block-heading has-text-color has-link-color wp-elements-863c101866434518fcd0c4326d235539\" style=\"color:#004d82\">a) Data transmission &#8211; uploading documents securely<\/h2>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1642\" height=\"1063\" src=\"https:\/\/www.meng-partner.ch\/wp-content\/uploads\/2025\/10\/Kundenportal-2-1.gif\" alt=\"\" class=\"wp-image-2420\"\/><\/figure>\n\n<ol class=\"wp-block-list\">\n<li>Select <strong>&#8220;Data transmission&#8221;<\/strong> in the customer portal.<\/li>\n\n\n\n<li>Select the appropriate area:\n<ul class=\"wp-block-list\">\n<li><strong>Various uploads<\/strong> (Tresorit) &#8211; insert files via drag &amp; drop or select &#8220;Add objects&#8221;. For everything that needs to be uploaded quickly and encrypted. <\/li>\n\n\n\n<li><strong>Revision<\/strong> (Heyflow form) &#8211; form with upload option. Follow the instructions on the screen after forwarding.<\/li>\n\n\n\n<li><strong>Taxes<\/strong> (Heyflow form) &#8211; form with upload option. Follow the instructions on the screen after forwarding.<\/li>\n\n\n\n<li><strong>Accounting<\/strong> (Not yet available)<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n<div style=\"height:45px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h2 class=\"wp-block-heading has-text-color has-link-color wp-elements-d34b60bd28ce895c01e21cf3551129ba\" style=\"color:#004d82\">b) Request support<\/h2>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1642\" height=\"1063\" src=\"https:\/\/www.meng-partner.ch\/wp-content\/uploads\/2025\/10\/Ohne-Titel-3.gif\" alt=\"\" class=\"wp-image-2416\"\/><\/figure>\n\n<ol class=\"wp-block-list\">\n<li>Go to the customer portal on our website.<\/li>\n\n\n\n<li>Click on <strong>&#8220;Support&#8221;.<\/strong><\/li>\n\n\n\n<li>Fill out the form with your contact details and your request.<\/li>\n\n\n\n<li>Optional: Attach files.<\/li>\n\n\n\n<li>Submit &#8211; our team will get back to you as soon as possible.<\/li>\n<\/ol>\n\n<div style=\"height:45px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h2 class=\"wp-block-heading has-text-color has-link-color wp-elements-9badbfbb701e7bd20080f8392a0627b8\" style=\"color:#004d82\">c) Start remote maintenance<\/h2>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1642\" height=\"1063\" src=\"https:\/\/www.meng-partner.ch\/wp-content\/uploads\/2025\/10\/Kundenportal-3-1.gif\" alt=\"\" class=\"wp-image-2429\"\/><\/figure>\n\n<ol class=\"wp-block-list\">\n<li>Click on <strong>&#8220;Remote maintenance&#8221;<\/strong> in the customer portal.<\/li>\n\n\n\n<li>The remote maintenance page opens.<\/li>\n\n\n\n<li>Enter the <strong>session code<\/strong> you received by phone or e-mail.<\/li>\n\n\n\n<li>Confirm and start session.<\/li>\n<\/ol>\n\n<div style=\"height:45px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h2 class=\"wp-block-heading\">3. security and data protection<\/h2>\n\n<ul class=\"wp-block-list\">\n<li>Please read our <a href=\"https:\/\/www.meng-partner.ch\/en\/imprint-data-protection\/\" data-type=\"link\" data-id=\"https:\/\/www.meng-partner.ch\/impressum-datenschutz\/\">privacy policy<\/a><\/li>\n<\/ul>\n\n<div style=\"height:45px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h2 class=\"wp-block-heading\">\u2753 Frequently asked questions (FAQ)<\/h2>\n\n<p class=\"wp-block-paragraph\"><strong>What to do in case of problems?<br\/><\/strong>Simply fill out the support form. Our team will get back to you as soon as possible to clarify your request. <\/p>\n\n<p class=\"wp-block-paragraph\"><strong>Do I need a login?<br\/><\/strong>No. You can access the customer portal directly via our website, without a user name or password. <\/p>\n\n<p class=\"wp-block-paragraph\"><strong>How secure is the upload of my data?<br\/><\/strong>Miscellaneous upload: All files that you send via the &#8220;Miscellaneous upload&#8221; button are transmitted end-to-end encrypted.<br\/>Revision and taxes: These forms are processed via a Heyflow server. Your data is securely stored there for 30 days and then automatically deleted. <\/p>\n\n<p class=\"wp-block-paragraph\"><strong>What is a session code for remote maintenance?<br\/><\/strong>A session code is a unique security code that you receive from our team. This code can be used to start an encrypted remote maintenance session &#8211; only with your consent. <\/p>\n\n<p class=\"wp-block-paragraph\"><strong>How quickly will I receive feedback?<br\/><\/strong>Usually within one working day. We respond to urgent technical problems as a matter of priority. <\/p>\n\n<p class=\"wp-block-paragraph\"><strong>Which file formats can I upload?<br\/><\/strong>You can upload PDF, Word, Excel, ZIP and image files. For particularly large files, you can upload via Tresorit. <\/p>\n\n<p class=\"wp-block-paragraph\"><strong>Will my data be treated confidentially?<br\/><\/strong>Yes, your data will only be processed by authorized employees and in accordance with the applicable data protection guidelines. <\/p>\n\n<p class=\"wp-block-paragraph\"><strong>Can I also report my request by telephone?<br\/><\/strong>Yes, you can reach us by phone during office hours for urgent matters. For structured inquiries, however, we recommend using the upload or support form.  <\/p>\n","protected":false},"featured_media":2438,"template":"","meta":{"_acf_changed":false,"inline_featured_image":false},"class_list":["post-2405","news","type-news","status-publish","has-post-thumbnail","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.meng-partner.ch\/en\/wp-json\/wp\/v2\/news\/2405","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.meng-partner.ch\/en\/wp-json\/wp\/v2\/news"}],"about":[{"href":"https:\/\/www.meng-partner.ch\/en\/wp-json\/wp\/v2\/types\/news"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.meng-partner.ch\/en\/wp-json\/wp\/v2\/media\/2438"}],"wp:attachment":[{"href":"https:\/\/www.meng-partner.ch\/en\/wp-json\/wp\/v2\/media?parent=2405"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}