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How to upload to the portal


How to use Upload files and documents to the portal
For more information, please contact us.

Click on my account then click on uploads.  This is where you can view, upload, download and manage your client upload files.
At the top of the page, you can view your allocated upload space allowance.

To upload a new file, click "Upload a New File" button, complete the relevant fields.  Click "Upload".  Once uploaded, the file is viewable to any user who has permission.