Using the client portal you will be able to not only send secure messages to your client, but also share with them any kind of documents you want. All you have to do is follow these steps below.

1) On the top right side of the screen, you will see an envelope icon, click on it.

2) Click on "New Secure message".

3) Scroll down to the attachment field and click ‘Browse".

4) Click "Send".

What happens now?

The file you selected will now be shared with your contact through your client portal.


Did this answer your question?