You can easily upload and share files with your practitioner in the Documents section of the Practice Better client portal. Follow these steps to get started.
In this article:
Upload Files
- Click on My Resources in the main navigation menu and select Documents from the dropdown.
- In the bottom right corner of your Documents page, click the red Fast Action Button.
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On the Upload Files page, drag-and-drop documents, or click the Select files button to choose one or more files from your computer.
- You can upload up to 20 documents at once.
- Each document must be less than 120MB in size.
- To add more items, click the Add another button.
- You can optionally change the destination folder for your upload if you've already created a new folder(s) in your My Uploads section.
- See the steps below to share the uploaded document(s) with your practitioner(s).
- Click Upload to save the documents in your client portal.
Share Documents with Your Practitioner(s)
In the Share files with... section you can click the check box next to your practitioner. If you don't click this option, your files won't be visible to your practitioner.
If your practitioner is part of a team, you will see an option to share with the team account owner and possibly other practitioners.
- Check the box next to any team member you wish to share this upload with.
- Click Upload to upload your documents.