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Dropping Off Files in Client Portal

This process allows clients to upload files directly to the firm rather than requiring them to be linked to a project.

🔢Steps

1.   After accessing the client portal, click on Drop Off Files.

client-portal-upload_1

2.   Verify the From email is accurate.
3.   Verify the To recipient is accurate.
4.   Upload the file(s) here.

client-portal-upload_2

🎉 And then it's done! The firm will receive a notification of the received files.