Let Customers Upload Documents Through the Portal

Customers upload documents directly, landing in their contact record.

Supported file types

Documents: PDF, Word, Excel, PowerPoint, plain text, RTF. Images: JPEG, PNG, GIF. Video not supported.

Setting it up

Ensure the customer has portal access, share their login.

How customers upload a file

1. Log in, go to Documents.
2. Select Upload Document.
3. Choose the file.

Where you find what they've uploaded

Contacts > Documents > Received > Client Portal.

Why this is useful

Centralized, searchable, tied to the right person automatically.