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 - Signature Image Width
Check off 'Allow Secure Uploads' (1).
Optional: To change width of signature image, click the arrows in drop-down list (2). Default size of image is 300 pixels wide. If you find signature image too small or big, repeat Steps 1 - 3.
Step 3 - 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. Copy and paste link to a text file (i.e. Notepad, MS Word) before Step 4.
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 offer a Client Track Portal app for your phone and tablet to make it more convenient for you! The app is compatible with Android devices and available for download.