How-To: Using the Portal

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 “ to your safe sender or approved contacts list, if needed, to avoid having portal e-mails diverted to that folder.

Check Your Email

Click the link to begin activating your account.

Activation Page

  1. Confirm your personal information. First and last names are required but the company is optional. Click continue to proceed.

Activation Page

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

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

Uploading files means to copy local files from your computer into your private folder in the portal.

To upload files either:

  1. Drag and drop them from your desktop or
  2. Click the “Browse FIles” link to select files from your computer

Downloading Files

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”.

Downloading Files

To download files:

  1. Click the checkbox (not the star) to the left to select the file
  2. Click the “Download” button which appears when files are selected.

Signing In & Out

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.

Signing In & Out

To sign out, click the “Log Out” link:

  1. At the top right in desktop view or
  2. At the bottom of the main menu in mobile view


  1. Your username for signing into the portal is your email address
  2. Your portal password is the one that you set when you activated the account
  3. To reset your password, click the “Forgot Password?” link on the login screen and follow the instructions. The portal system will email a password reset link to you. Dont forget to check your spam folder!