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client's uploading files

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  • Gillian

    Hi Christine, I'd be happy to help with this. We released Client Document Upload in 2020, and you can enable this feature under Settings > Client Portal. Once enabled, clients will be able to upload documents to the Documents tab of their Client Portal. When a client uploads a new document, you'll receive an email letting you know, and the document will be securely stored on the client's Overview page. 

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