Adding documents to the Client Portal
Click on DocShareSmart
Click on Files Upload
Click on Standard Categories
Click on Upload to current file categories
Select the Category
Select the File
Check Opt in/out
Click on View and edit text for this upload
Customize the letter to your liking
10 Click on Save Document
Click on Upload Files
Checkmark to state that it has been uploaded
Click on Files Upload
Click on Standard Categories
Click on Upload to current file categories
Select the Category
Select the File
Check Opt in/out
Click on View and edit text for this upload
Customize the letter to your liking
10 Click on Save Document
Click on Upload Files
Checkmark to state that it has been uploaded
Updated on: 31/10/2024
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