Formatting code for ClientPortalUploadFile


show source only

======[[ClientPortal Client Portal]]: Upload a File======

Sharing files is a big part of how we work with clients. If you have a PDF or some graphics you want posted on your website, or a document describing some aspect of the site, you can upload it directly to the Client Portal. This is really useful for files that are too big to email.

To upload a file:
~-Click on //Files// at the top left
~-Click the //upload file// button

{{image url="http://reitzinternet.com/img/help/cp_uploadfile.jpg" title="Client Portal Files" alt="Client Portal Files"}}

Now you can fill out the file information:
~-Choose which //Folder// you want to store the file in. Most clients will only see one choice for the folder.
~-It's optional, but you can link the file with a particular //Project// and //Task//. Use this option if, for example, you're uploading graphics for a site we're building.
~-Enter a //Description// of the file.
~-Click the //Choose File// button to select the file you want to upload.
~-Other fields are optional.

{{image url="http://reitzinternet.com/img/help/cp_uploadfile2.jpg" title="Client Portal Upload File" alt="Client Portal Upload File"}}

When you're done entering the file info, click the //submit// button on the right.

----
CategoryClientPortal
Powered by WikkaWiki