Log in to your Secure Client Portal or select the ‘Client Portal’ tab on your website. If you do not already have a portal account, please email us at firstname.lastname@example.org to request one. If you’ve forgotten your password, you may click here to reset it. Helpful videos and a printable version of this guide are also available.
1. Dashboard Overview: When you first log in to the Dashboard, click on Folders to the left to show three folders: Shared Folders, Quick Share, and Personal folders. Click on Shared Folders to go inside that folder. The Create Folder and Upload Files buttons are located within the Floating Green + Action Button, the green icon at the top right of your folder. Access the Floating Action Button when you need to create a folder or add something to your folder, such as a file, subfolder, or note.
To add more people click on the Green button called ‘Add people to folder’ on the right hand side. You may also adjust any of the permissions to the right. You can then add people from your address book or set up a new user to the folder. Make sure ‘Notify Added Users’ is checked for them to get the notification email.