Uploading Documents in Client Portal 2.0
Alex Masterson avatar
Written by Alex Masterson
Updated over a week ago

In Client Portal 2.0, you can upload documents to each transaction. These documents even show up in Sisu. Clients will be able to upload to client-facing folders, while you and your team can use both client-facing and internal folders to organize and access each transaction's documents.

To upload a document to a transaction in Client Portal 2.0, admins and agents must do the following:

  1. Navigate to a client's transaction by doing one of the following:

    • Use the contact search bar

    • Click in-line with a transaction in the Recently Viewed Transactions section

    • Click in-line with a transaction in the Transactions section

  2. Click the Documents tab.

  3. Click on a folder to open the folder.

  4. Click Upload.

  5. Drag and drop a file into the window and then click Upload. The document will appear in both Client Portal 2.0 and Sisu, and you can download it from either location.

Note: For now, the folder structure that appears in Client Portal 2.0 won't exist in Sisu.

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