> ## 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).

# Adding documents to the Client Portal

1. Click on DocShareSmart

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

2. Click on Files Upload

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1rlhphv.png)

3. Click on Standard Categories

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1nbmq9b.png)

4. Click on Upload to current file categories

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1jmeoaq.png)

5. Select the Category

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1i91p67.png)

6. Select the File

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1sxug12.png)

7. Check Opt in/out

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1rbe3h8.png)

8. Click on View and edit text for this upload

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1cxq8d5.png)

9. Customize the letter to your liking

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1te50lr.png)

10 Click on Save Document

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1qdxvip.png)

11. Click on Upload Files

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_140x8vc.png)

12. Checkmark to state that it has been uploaded

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1xrqdji.png)