How to Upload a Document

Step 1: Log in to the Portal

Go to clienttrackportal.com/login and sign in with your username and password.

Step 2: Open the Virtual Filing Cabinet

Click on the page called Virtual Filing Cabinet. It looks like a folder icon in your sidebar.

Step 3: Choose Your Destination Folder

Browse through your folders to locate the correct folder where you’d like to upload your document.

Step 4: Upload Your Document

You have two options to upload:

• Drag and drop the file into the Virtual Filing Cabinet view
• Or click the blue Upload a File button, then select a file from your computer