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  3. Client File Management Guide
  4. File Management
  5. Uploading Files

Uploading Files

  1. go to:WP-Client -> portals -> File Sharing
  2. click “upload new files”
  3. fill out description of files to be uploaded
  4. choose category
  5. add relevant tags
  6. assign to relevant clients and/or client groups
    1. client groups are useful for company-wide documents such as terms and services, insurance policy changes, or any other document that would need to be provided to all clients
  7. optionally notify client that there is a new document they can access
  8. choose files to upload and label (optional) them
  9. click “Start Upload” to complete the process

This method allows for single or bulk upload of documents.

TODO- flesh out this guide with screenshots