One of the features of the Client Portal is the ability to send secure messages to your clients. Through the Client Portal you can send secure messages with attachments as well. You can attach intake forms, custom forms, or any other attachments you see fit.

If you haven't already done so, you will need to download the desired forms you wish to send to your desktop.

Click on the Inbox icon in your top Navigation bar.

Click Compose.

In the "To" field search for the client and click on their name. Fill out subject and message just like a normal e-mail.

Once you've typed your message, click Attach File under the message box.

Find and Select the form you saved to your desktop and click Open or attach. 

Successfully attached documents will display under message box.

Click Send once you've attached all desired files.

File size must be 10 MB or less for sending and receiving attachments. 

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