You can post documents to the client portal for your client to see. When you post a document, your client can receive an email notification and a link to the document will be available on his or her dashboard.
To post a document, you simply select a file from your computer and enter in a description. While the description is optional, it is important to provide some context as to the purpose of the document. Your client may see a large number of documents posted, and it’s important to provide a good description for the document you are posting.
Once you post a document, you will be unable to make any modifications to it.
To post a document to your clients, follow these steps:
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On the Clients page, select one or more clients to whom you want to post a document, and on the More Actions list, click Post Document.
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Click Choose File. When you have located the file you want to post, click it, and then click Open.
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In the expanded file upload area, perform any of the following actions:
In the File description box, type the description for the file; this communicates to your client the nature of the posted document. This text is fully searchable.
Under Labels, choose any labels for the file.
Select the Send an email to the client check box if you want the posted document to be accompanied by an email announcement.
Select the Post announcement to users check box if you want the posted document to be accompanied by an announcement that appears on the client’s portal dashboard.
Click Add Document if you want to upload additional documents.
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When finished adding documents, click Post.
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When the confirmation dialog appears, click Close.