1. Click on Please follow this link to access the system.

2. Click on Login

3. Type Password

4. Check the Tick box

5. Click on Login and Activate

Navigating the Client Portal

6. Click on Upload Files

7. Select the file from the file upload menu

8. Select the File Category

9. Click on Upload

10. At the top you will see a message stating that the upload was successful

11. Click on View Files

12. Click on this icon to mark as read

13. Click on the icon if you wish to email this file to yourself

14. Marks that the email has been sent

15. Click on the icon if you wish to delete the file. Only a file that you have uploaded can be deleted.

16. Click on Personal Documentation

17. Click on Upload to Personal Files

18. Select the file from the file upload menu

19. Select the File Category

20. Click on Upload

21. At the top you will see a message stating that the upload was successful

Updated on: 31/10/2024