Accessing Client Portal
Click on Please follow this link to access the system.
Click on Login
Type Password
Check the Tick box
Click on Login and Activate
Click on Upload Files
Select the file from the file upload menu
Select the File Category
Click on Upload
At the top you will see a message stating that the upload was successful
Click on View Files
Click on this icon to mark as read
Click on the icon if you wish to email this file to yourself
Marks that the email has been sent
Click on the icon if you wish to delete the file. Only a file that you have uploaded can be deleted.
Click on Personal Documentation
Click on Upload to Personal Files
Select the file from the file upload menu
Select the File Category
Click on Upload
At the top you will see a message stating that the upload was successful
Click on Login
Type Password
Check the Tick box
Click on Login and Activate
Navigating the Client Portal
Click on Upload Files
Select the file from the file upload menu
Select the File Category
Click on Upload
At the top you will see a message stating that the upload was successful
Click on View Files
Click on this icon to mark as read
Click on the icon if you wish to email this file to yourself
Marks that the email has been sent
Click on the icon if you wish to delete the file. Only a file that you have uploaded can be deleted.
Click on Personal Documentation
Click on Upload to Personal Files
Select the file from the file upload menu
Select the File Category
Click on Upload
At the top you will see a message stating that the upload was successful
Updated on: 31/10/2024
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