Portal Upload Requests [8]

Adding an upload request

Upload requests allow clients to upload one or more files through the portal.

• Open the relevant task.
• Scroll down to Client Portal Requests and click + Add Request.
• Select Upload.
• Enter a short message describing the files required.
• Choose who the request is for.
• Click Save.

Once documents have been uploaded and the task is marked as complete by the client:

• The request is locked.
• Files cannot be deleted or changed.
• Files remain viewable.
• Email confirmation can be sent of set "on" in account settings.

In the task side panel, scroll down to the portal section and you will see:

If you select the upload line within client portal requests, you can see full Request Details:

• Which client contact completed the request.
• Who uploaded each individual file (if multiple portal users exist).
• Download all uploaded files.

Client experience

After the clients clicks on the portal link sent to them, they can:

• Drag and drop files.
• Add files incrementally.
• Delete files before final submission.
• Leave and return later.

Each file addition is automatically saved as a draft.

Once they are happy all files have been uploaded, they click submit.

Next article: Portal Download Requests [9]