Client Portal: Upload a File


Sharing files is a big part of how we work with clients. If you have a PDF or some graphics you want posted on your website, or a document describing some aspect of the site, you can upload it directly to the Client Portal. This is really useful for files that are too big to email.

To upload a file:
  • Click on Files at the top left
  • Click the upload file button

Client Portal Files

Now you can fill out the file information:
  • Choose which Folder you want to store the file in. Most clients will only see one choice for the folder.
  • It's optional, but you can link the file with a particular Project and Task. Use this option if, for example, you're uploading graphics for a site we're building.
  • Enter a Description of the file.
  • Click the Choose File button to select the file you want to upload.
  • Other fields are optional.

Client Portal Upload File

When you're done entering the file info, click the submit button on the right.

CategoryClientPortal

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