With Document Management (formerly known as Client Documents), you have more control over your business’s virtual filing cabinet.
Navigation to Portal
- Select Account & Settings and choose Documents from the dropdown or
- Hover over Tools from the left-hand navigation and select Documents from the menu
Client Uploads Folder Capabilities
- Upload bulk folders and files
- File size limit: 150MB
- Ability to upload 1,000 files at once
- Export files
- Select the ellipsis (...) and choose Download or
- Double click the file
- For bulk: Tic radio boxes on two or more files, select the ellipsis (...) from the top navigation bar and choose Download from the options.
- Drag-and-drop folders and files
- Create new folders
- Rename and Delete Client Folders and Files
Read more about Document Management here.