Uploading and Sharing Documents in the Client Portal

In this article:

• Uploading Files
• Sharing Documents with Your Practitioner
• Creating Folders in My Uploads
• Uploading a Document Through a Form
• Deleting Your Uploads

Uploading Files

1. Click My Resources in the main navigation menu and select Documents from the dropdown.
   
    
2. In the bottom right corner of your Documents page, click the red Fast Action Button.
   
    
3. On the Upload Files page, drag and drop your files, or click Select files to choose one or more files from your device.
   
   • You can upload up to 20 files at once.
   • Each file must be less than 120MB.
   • Supported file types include PDF, Word (.doc, .docx), Excel (.xls, .xlsx), and common image formats (.jpg, .png, .gif).
      
4. To add more files to the same upload batch, click Add another.
   
    
5. If you've created folders in your My Uploads section, you can click the Change folder button to update the destination folder for your upload before uploading.
   
    
6. In the Share files with... section, check the box next to your practitioner's name to share the files during upload. You must select at least one practitioner to share your file(s) with.
   
    
7. Click Upload to save the files to your portal.
   

Sharing Documents with Your Practitioner

You must select at least one practitioner to share your file(s) with during the upload step. You can update the sharing settings for files at any time after uploading.

To update sharing after uploading:

1. Locate the file in your Documents section.
    
2. Select the file to open the details panel.
    
3. Click the Edit option.
    
4. Check or uncheck the box next to the practitioner or team member to update the file sharing with them. 
   
    
5. Click Save Changes.

If your practitioner is part of a team, you may also see other team members listed. You can share with as many or as few as you'd like.

Creating Folders in My Uploads

You can create subfolders within your My Uploads section to keep your files organized. Your practitioner can see any folders you create if you share files from them.

To create a folder, click the New Folder icon near the top right of your Documents page and give it a name.

📍 Note: You can only create folders within your own My Uploads section. You cannot upload files into folders your practitioner has created.

Uploading a Document Through a Form

Your practitioner may include a file upload field in a form they send you, such as an intake questionnaire or insurance policy collection. When you see this field, you can upload one or more files directly as part of completing the form.

Files you submit through a form are automatically shared with your practitioner and appear in your Documents section. You don't need to upload them again or share them separately.

• Accepted file types: JPG, PNG, HEIC, GIF, PDF, DOC, DOCX, XLS, XLSX, CSV, and TXT.
• Maximum file size: 10MB per file.
• Your practitioner controls how many files can be uploaded in a single field, up to 10.

📍 Note: If the file upload field is marked as required, you'll need to upload a file before you can submit the form.

Deleting Your Uploads

You can delete files you've uploaded from your My Uploads section at any time.

1. Locate the file in your Documents section.
    
2. Select the file to open the details panel.
    
3. Click Delete and confirm.

⚠️ Important: Deleting a file removes it permanently. If you've shared the file with your practitioner, they will no longer have access to it after deletion.