How to check for files uploaded by client

[Divwork92]

How to check for files uploaded by client through client portal

[Divwork92]

****1. You can share any files with your clients via client portal, likewise clients can also upload the documents for you if file upload feature is active and client portal is activated for the client.

You can check the activation status from licensing in office configuration.****

2. You can find all such documents which are shared by your client on home page – first icon, click on it and it will redirect you to the inbox list.

3. You may further filter out client wise or date wise through advance search

4. At client level also, you can find these files in the file upload tab - files list