Skip to main content

Uploading documents



  • Christi Lawson

    I need answer to this as well

    Comment actions Permalink
  • Chiara Orsini

    Here is what I was told: 
    You are able to upload a PDF document to send to your clients with their other intake documents by going to Settings > Client Portal > Shared Documents and Files. Here you can scroll to the Files (Read-Only) heading and click +Downloadable File

    Comment actions Permalink

Please sign in to leave a comment.