The document portal

The document portal allows you to store files with your clients in the safety and security of the cloud

What is the document portal?
What is the document portal, where can you find it and how can you use it? The document portal is cloud storage for your documents, It is organised by c...
Thu, 28 Jun, 2018 at 12:37 AM
All about folders
What you can put in folders and what you can do with them Folder Contents Folders will contain files as well as other folders. You can creat...
Wed, 27 Jun, 2018 at 11:34 PM
How to add documents to a folder
Navigate to the documents tab of the client Navigate to the folder you want to upload documents to Click on "+Upload" and you will se...
Wed, 27 Jun, 2018 at 11:45 PM
How to create a folder
Navigate to the client you want to create a folder for Navigate to the folder you want to create the folder in (folders can contain folders) Click o...
Thu, 28 Jun, 2018 at 12:14 AM
How to delete a folder
Navigate to the folder that contains the folder you want to delete Click on the ellipsis "..." Click on "Delete"
Thu, 28 Jun, 2018 at 12:20 AM
How to rename a folder
Navigate to the folder that contains the folder you want to rename Click on the ellipsis "..." Click on "Rename"
Thu, 28 Jun, 2018 at 12:23 AM
How to download everything for a client
Navigate to the document portal of the client you're interested in. Make sure you're in the Home folder. Click "Select All" - th...
Thu, 28 Jun, 2018 at 12:49 AM
How to download a folder and all of its contents
Navigate to the folder that contains the folder you want to download Click on the ellipsis "..." Click on "Download" The f...
Thu, 28 Jun, 2018 at 12:26 AM
How to rename a document
Navigate to the file you want to rename Click on the ellipsis "..." Click on "Rename" You will see a pop-up: Enter y...
Thu, 28 Jun, 2018 at 12:52 AM
How to delete a document
Navigate to the file you want to delete. Click on the ellipsis "..." Click on "Delete"
Thu, 28 Jun, 2018 at 12:47 AM