- About Us
- Secure Client Portral
When you have been added to the secure client portal system, you will be sent a portal notification email containing your activation link.
Please check your Spam Folder if you don’t see this email.
Add “firstname.lastname@example.org to your safe sender or approved contacts list, if needed, to avoid having portal e-mails diverted to that folder.
Click the link to begin activating your account.
2.Set your passwords by following the prompts under “Please create a password that meets the following requirements”.
3.When your password meets the requirements, please make note of it for future logins and click the “Save and Sign In” button to access your private folder.
Your private folder will be displayed, by name, on the default portal landing page.
Please click on the folder’s name to access it.
Our example private folder below, as indicated, is empty.
Uploading files means to copy local files from your computer into your private folder in the portal.
To upload files either:
Downloading files means to copy files from your private folder to your computer.
The example private folder below, is no longer empty because it contains a sample file called “sample.dox”.
To download files:
The portal keeps track of users who are signed in. If you are signed in and idle for about 15 minutes, the portal will automatically sign you out. When this happens, you can sign back in to continue your session.
IMPORTANT It is always best security practice to sign out of the portal when you are done using it and before closing the browser tab or window.
To sign out, click the “Log Out” link: