Facilitating document uploads for your clients has never been more seamless! Easily upload documents directly to the Docs area within the Client or Entity's portal.
Uploading a Document for a Client.
- First, you'll need to access your client's portal - you can quickly find a specific client by using the search bar located in the header of your portal.
Alternatively, you can access client details by navigating to Clients in the left-side menu and clicking the blue hyperlink for the client you'd like to view.
- Next, navigate to 'Docs' from the left-side navigation menu.
- From the following Docs screen, select 'Upload file'.
- A pop-up window will then appear - you can either drag & drop files into the window, or you click 'browse computer' to upload from your device.
- Once you've uploaded your documents, they will appear under the document uploads section. To finalise the upload, simply click Upload.
- Once your documents are successfully uploaded, they will appear in your document list, and a success message will display at the bottom of the screen.
By default, any documents you upload to a client's portal will be locked, as indicated by the small lock symbol overlaying the file icon (e.g., on the PDF image titled Insurance.pdf). This locking mechanism ensures that clients cannot delete or modify firm-uploaded files, helping maintain the integrity and security of important documentation.