> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://smartpractice.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Accessing Client Portal

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

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1gx8xd5.png)

2. Click on Login

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_jachpn.png)

3. Type Password

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_fiaw5v.png)

4. Check the Tick box

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_uhgi4y.png)

5. Click on Login and Activate

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1d5usii.png)

# Navigating the Client Portal

6. Click on Upload Files

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_p7ookh.png)

7. Select the file from the file upload menu

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_sh6fys.png)

8. Select the File Category

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_13y3jba.png)

9. Click on Upload

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1b1b3uc.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1hoggmb.png)

11. Click on View Files

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_fvhzly.png)

12. Click on this icon to mark as read

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_15zktc9.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1kl56o7.png)

14. Marks that the email has been sent

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1puvdbk.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1pf5o8f.png)

16. Click on Personal Documentation

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_13pbdot.png)

17. Click on Upload to Personal Files

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_145ed69.png)

18. Select the file from the file upload menu

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_cv54iz.png)

19. Select the File Category

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_6g386t.png)

20. Click on Upload

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_t6u4sq.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1lxvzp8.png)