Use the portal for your customers to send you files. This:
Saves Courier Costs,
Allows you to review their documents before you meet with them,
Transmits the files using a very secure method.
To do so, they need to follow these instructions:
Sign into the portal.
Open the directory that they want to upload files to.
Select the "Upload Files":" Button,
Press the "Add Files" Button,
Select the files that they wish to upload. These can be selected:
by using the mouse to select a single file
by using the Control/click combination to select multiple files,
by using the Shift/click combination to select a range of files,
by selecting a full directory to select all the files in that directory.
Once selected select the "open" button to select the files,
Select either the "Start Upload" button to upload all the files, or the "upload" button next to the file name to select specific files to upload.
Please Note: The customer can "zip" the files, using WinZip or similar software, allowing them to send a number of files, by selecting just the "zipped" file.
The clients need to know that once they have started to load a file, they are best to leave their system untouched until after the file uploads have been completed. (Progress is shown on their screen.)
If they are to do something else, they will likely interrupt the upload process, and the file load may not complete correctly. This causes unpredictable results, such as they may find that they have problems with the screen signing them out, or not being able to sign back in correctly, until the system resets itself. Not sure what is going on here, but I have enquired on the problem, and believe a fix to this issue will be forthcoming on a future release.