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How to send a link for someone to upload a document?
How to send a link for someone to upload a document?
Updated over a week ago

Pre-requisites: you have a portal group and have invited a client to a portal already.

  1. Enter a client portal and go to the Messages tab

2. Select 'request documents' as a mesasge type


3. After you send the message a document upload link will become visible for you to re-use, if required

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