Client Portal & Requests

What Clients See When Using the Upload Link

When a client opens the upload link, they’ll see a simple form where they can:

  • Enter their email address (for reference—no login required).
  • Add an optional comment.
  • Upload one or more files.

Example

Client upload screen


Once they submit the form, they’ll get a confirmation message and the files will be uploaded directly to the Link Uploads folder for that client.

📝 Comments and the email address will appear in the file’s history.

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Last updated March 31, 2025