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Uploading Documents In The Client Portal

Alex Masterson avatar
Written by Alex Masterson
Updated over 10 months ago

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:

  1. Log into Client Portal.

  2. Navigate to a client's transaction by doing one of the following:

    • Use the contact search bar

    • Click in-line with a transaction

  3. Click the Documents tab.

  4. Click on a folder to open the folder.

  5. Click Upload Files.

  6. 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.

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