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
Check off 'Allow Secure Uploads' (1) and click on 'Add To Your Website' (1).
Select a logo version that you want to display on your website (2). Each logo contains your unique secure file upload link when clicked on. For safekeeping, you can copy and paste link to a text file (i.e. Notepad) to be used for Step 3.
First logo has no background, second logo has white background and third logo is all white with no background.
Step 3 - Add Link to HTML
Copy and paste your link from Step 2 into the appropriate section of your website HTML page and save it.
Step 4 - Verify Link on Website
After updating the HTML page, verify that the Secure File Upload logo appears on your website (1) and opens up the Secure File Upload window (2).
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.