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 in Client Portal 2.0, admins and agents must do the following:
Log into Client Portal 2.0.
Navigate to a client's transaction by doing one of the following:
Use the contact search bar
Click on a transaction in the Recently Viewed Transactions section
Click on a transaction in the Transactions section
Click the Documents tab.
Click on a folder to open the folder.
Click Upload.
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.