Uploading Documents to Client Portal

Tia Hildreth

Created Jul 17, 2024

Uploading Documents to Client Portal

9
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Ritten

8 Steps
1

Starting from Main Portal page

Starting from Main Portal page
2

Click on Attachments

Click on Attachments
3

You will see the page for uploading

You will see the page for uploading
4

Click on Upload Attachment

Click on Upload Attachment
5

You can DRAG & DROP a document or picture in the box orYou can Click box to open files to find the document you need to select and upload

You can DRAG & DROP a document or picture in the box or
You can Click box to open files to find the document you need to select and upload
6

Once selected file shows on the screen you canClick on Upload Attachment

Once selected file shows on the screen you can
Click on Upload Attachment
7

Click on Save

Click on Save
8

You should see the file(s) that you have uploaded on the screen when completed

You should see the file(s) that you have uploaded on the screen when completed
Well done!
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