Can send attachments via secure messages to clients they are assigned to and have a client portal account. 


Can send attachments via secure messages to any clients with a client portal account. 

Before You Begin

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

Send Attachment

  1. Click on the Inbox icon the global navigation bar. 
  2. Click Compose.
  3. In the "To" field search for the client and click on their name. Fill out subject and message just like a normal e-mail.
  4. Once you've typed your message, click Attach File under the message box.
  5. Find and Select the form you saved to your desktop and click Open or attach. Successfully attached documents will display under message box.
  6. Click Send once you've attached all desired files.

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