Step 1 - Log into Portal
Log into your Portal account and from the main sidebar, click 'Your Account' (1) and then 'Portal Settings (2).
Step 2 - Get Your Secure Upload Link
Click 'Click here to copy...Signature to clipboard' (2) - this button includes your unique secure file upload link in the form of a small banner image. For safekeeping, you can copy and paste link to a text file (i.e. Notepad) to be used later.
Depending on which email application you selected, a series of instructions are listed to help guide you on how to add link to your email signature.
We also offer a Client Track Portal app for your phone and tablet to make it much more convenient for you! The app is compatible with Android devices and available for download for FREE on Google Play.
Download Portal app now!