File Sharing

Uploading Files to Checklist Items

1. Open the Case Page.
2. Go to the Checklist.
3. Upload files to specific checklist items.

Clients can:

• Upload required documents.
• Download documents you upload.
• See which items are complete.

When you mark an item complete:

• It crosses off in both views.
• The client sees that no further action is required.
  

Sharing Files from the Files Tab

For documents not tied to checklist items:

1. Open the Files tab.
2. Upload the document.
3. Click Share.

The file becomes visible in the client portal.

Two-Way Notifications

• You are notified when a client uploads a document.
• Clients are notified when you upload or share documents.

This keeps communication centralized and secure.

Best Practices for File Sharing

• Use checklist uploads for required documents.
• Use Files tab for general document sharing.
• Mark checklist items complete after review.
• Encourage clients to upload documents through the portal instead of email.