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Upload a Document to the Client Portal

Introduction

Your client can upload a document to you from client portal to Cosmolex. The document will be shown in a client portal documents folder within Cosmolex.

How To Upload Document to Client Portal

First, the client would need to be signed into the client portal as shown below:

 

Once signed in, on the left-hand side, click on documents section

Next, in the documents window, click upload

In the Upload File window, click select files

Choose the file/s you want to upload and click open

When ready, click Upload

You will then see the file you uploaded in the Documents window.

The firm will be able to view the document under client portal documents folder under Documents tab in Activities or Matter Details in the client matter folder.

Updated on May 31, 2018

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