In the Client Portal, you can upload documents to each transaction. These documents even show up in Sisu. Clients will be able to upload to client-facing folders, while you and your team can use both client-facing and internal folders to organize and access each transaction's documents.
To upload a document to a transaction in Client Portal, admins and agents must do the following:
Log into Client Portal.
Navigate to a client's transaction by doing one of the following:
Use the contact search bar
Click in-line with a transaction
Click the Documents tab.
Click on a folder to open the folder.
Click Upload Files.
Do one of the following:
Drag and drop a file into the window and then click Upload.
Click the Browse button and select a file from your computer.
The uploaded document will appear in both Client Portal and Sisu, and you can download it from either location.