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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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Upload a File on the Client Portal App Log in to the Client Portal App on your mobile device and tap on the Files tab. Tap Add a file. Choose from the available file upload options. Options include: Scan with camera, Add from photos, or Upload from files. Tap files to add them to the selection.
To upload a PDF of 10 pages or less, follow these directions: Go to your portal. Select the section you wish to add the PDF and click Add Page. Choose the Image Portal page. Click Choose File. Select the PDF file from your computer and click Open.
Upload find files On your Android phone or tablet, open the Google Drive app. Tap New. Upload. Find and tap the files you want to upload. Find uploaded files in My Drive until you move them.
0:09 2:19 Page then drop them anywhere on the screen whatever method you choose you will have the option toMorePage then drop them anywhere on the screen whatever method you choose you will have the option to notify the firm that you have uploaded all the documents they. Needed.
Note: A maximum of 10 files is allowed to be uploaded per question. Select the Single file size limit drop-down list to select the maximum file size (10MB, 100MB, or 1GB) youll allow per question.
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Error: Failed to upload your file This error might occur for either of the following reasons: The People in your organization sharing links are disabled. An individual form is moved to a group. This prevents files from being uploaded to the previous form owners personal OneDrive site.
0:09 2:19 Or when you are done uploading all the requested documents. You could also click on the Bell icon onMoreOr when you are done uploading all the requested documents. You could also click on the Bell icon on your home page or your documents page to do the same. Thing.

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