Articles on: Client Portal Manager

Adding documents to the Client Portal

  1. Click on DocShareSmart



  1. Click on Files Upload



  1. Click on Standard Categories



  1. Click on Upload to current file categories



  1. Select the Category



  1. Select the File



  1. Check Opt in/out



  1. Click on View and edit text for this upload



  1. Customize the letter to your liking



10 Click on Save Document



  1. Click on Upload Files



  1. Checkmark to state that it has been uploaded


Updated on: 31/10/2024

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