Updating documents in your client portal is a common task, and is simple to do with these instructions.
Step-by-Step Guide to Uploading a New Document Version
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Step 1: Access the Documents Module
- Begin by navigating to the Documents module within your client portal.
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Step 2: Locate the Original Document
- Click on the appropriate folder and navigate through any sub-folders until you find the document for which you need to upload a new version.
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Step 3: Initiate the Update Process
- Click on the "•••" (three dots) in the Action column next to the file you want to update.
- From the dropdown menu, select the "Upload New Version" option.
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Step 4: Selecting the New File Version
- A popup window will appear. Click the "Browse Files" button within this window.
- Navigate to and select the new file version you want to upload from your computer. Alternatively, you may drag and drop your updated file as seen below:
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Step 5: Uploading the New Version
- After selecting the file, click the "Upload" button.
- Once you click upload, you will return to your task list.
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Step 6: Confirmation of Upload
- After clicking upload, watch for two alerts in the lower right corner of the window:
- "Uploading Files - waiting on security scan": This alert indicates that the file is currently being scanned for security purposes.
- "Upload Complete": This alert confirms that the upload process is finished.
- After clicking upload, watch for two alerts in the lower right corner of the window:
