Uploading Files to a Portal

You can add files to a portal. If you use Client Axcess on a desktop computer, you can upload files up to 2 GB in size. When you use a tablet, you can upload files up to 1 GB in size.

To upload most file types to a portal, do the following:

1. If you have access to multiple portals, verify that you are logged in to the correct portal.
2. Select the folder you want to upload the file to.
3. Click or tap Upload or the button.

   Note: If neither of these buttons display, you do not have the necessary permissions to upload files. Contact the firm that provides the portal or your portal administrator for more information.

4. Navigate to and select the files to upload. You can add multiple files at one time.
5. Click or tap Upload All in the Upload Queue.

Notes: 

• If you use Client Axcess on a desktop computer, you can also add files by dragging them from your workstation and dropping them on the file grid or folder tree.
• If you begin an upload, but do not click Upload All on the Upload Queue, an icon at the top of the window will flash to remind you that files are pending upload. You can click that icon to return to the Upload Queue.