If your firm's workspace already exists on Okimia but a given client does not yet have a profile there, there are two ways to create one:
Option 1 — Send the File by Clicking "Okimia" in Préviflash
Click the "Okimia" button from within RCA.
Enter your Okimia workspace login credentials. Once logged in, the file will be created automatically within your firm's workspace on Okimia.
You also have the option to create the file directly in your Okimia firm workspace.
Once the file has been created in Okimia, you will be able to send it from RCA's Préviflash module to your firm's workspace on Okimia.
Should you require any assistance, please do not hesitate to contact our support team :
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📧 [email protected]
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