Navigating the Client Portal - Folders & Files

Navigating the Client Portal - Folders & Files

Navigating the Client Portal - Folders & Files                                                                                      

In this article we will go over how to navigate the Folder & Files page.
  1. On this page you will see a copy of your file server via WorkDrive, as well as a button to upload new documents.
    1. Uploading New Documents
      1. Clicking the upload button will bring you to a form to fill out with your name and email.
      2. After you click Next you can then upload your files or drag and drop them onto the page.
    2. Viewing Documents
      1. You will be able to see your client documents in this section



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