Portal Download Requests [9]

Download requests allow you to provide a file for the client to download via the portal.

Creating a download request

• Open a task.
• Add a Portal Request and select Download as the request type.
• Select a linked individual or anyone with portal access.
• Add a message (for example, “Please download your payslip”).
• Upload the file(s).
• Save the request.

Client experience (download)

• The client logs into the Client Portal.
• The file appears as a download link alongside other portal requests.
• The client clicks the link and downloads the file.

Task completion

• The download request behaves like other request types.
• Once downloaded, it will be marked as completed.
• The request status updates to Completed within the task.
• Where there are multiple files, all need to be downloaded before the tasks is marked as Completed.