Things to Remember before using The Client Portal

Prepare Your Documents for Upload

To ensure a smooth and efficient upload process, please convert all your documents from images to PDFs before submission.


Client Gateway Instructions for uploading files:

  1. Login to your Gateway
  2. On the left tool bar, you will notice Client Flow
  3. Click on Name to open the folder
  4. Click the “Upload” icon, which will open a new pop-up window
  5. You will have the ability to drag and drop a file or add a file to this window.
  6. Click “Start Upload” when ready to send your files.

Find more detailed instructions on how to convert documents on iPhone & Android devices