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Client Portal Basics
This will show you from the invite process to uploading your own files
Invite 1
Due to limitations with Microsoft we must send two invites the former will result in a blank screen but it is necessary
Invite 2
This is the second invite and will take you to the sign in screen where you will use the email address
You are in the client portal
After signing in, you will see your client portal. There will be one subsite available, the title will be your last name or company name.
up/downloading
files
Lastly you will find yourself in looking at documents with two folders. You will upload your files in the "UPLOADS FROM CLIENT" folder.
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