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.
- Click on the Inbox icon the global 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.