Portal Upload Requests [8]

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

Adding an upload request

• Open a task.
• Add a Portal Request and select Upload as the request type.
• Enter a short message describing what files are required.
• Save the request.

Once submitted:

• The request is locked.
• Files cannot be deleted or changed.
• Files remain viewable.

Within the task, you can see:

• Who submitted the request.
• Who uploaded each individual file (if multiple portal users exist).
• Download all uploaded files.

Client experience (files)

Clients 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.