Questions answered in this article:

  • Where can I find the "Upload" feature?

  • Can I upload multiple documents at once?

  • Is there a size limit for uploaded files?


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After successfully onboarding a client and sending them a welcome email, as well as completing their portal setup, they can proceed to log in to the portal.



  1. Once logged in, they will find the "Documents" tab. Within this tab, they should navigate to the "Upload File" section.
  2. Click the Upload button to enable the uploading of images or documents.
  3. Clients can choose to upload one or multiple files. A file selection dialog will appear, allowing clients to navigate through their device's storage and select the desired files for upload.
  4. When the progress indicator reaches 100%, it signifies the successful completion of the uploading task. To finalize the action, click the "Done" button.


By following these simple steps, clients can efficiently upload important files to the Client Portal. This feature enhances collaboration and ensures a smooth exchange of essential files between clients and the clinic.