Client Uploads

Client Uploads

How to Open and Verify Your Upload Request

Open the secure upload link, agree to any required terms, and verify your email with a one-time code.

Client Uploads

How to Upload Requested Documents

Choose a requested document, select files, and upload them through the secure client portal.

Client Uploads

How to Check Upload Status and Re-upload a Rejected File

Understand document statuses, read the reviewer's rejection reason, and send a replacement file.

Client Uploads

How to Send a Note to the Document Requester

Ask a question or respond to a reviewer in the notes and replies thread for a document item.