Client Portal

Instructions

1. Accessing the Portal

   • Install the “Google Drive” app from your phone store; Download - Google Drive 

   • Click on the invitation link in the email you provided to us to access the Google Drive client portal.

2. Viewing Documents

   • Once logged in, you will see a list of folders and files.  Click on a folder/file to view its contents.

   • To open a document, simply click on its title.  The document will open in a new tab for viewing.

3. Downloading Documents

   • To download a document, right-click on its title and select “Download.”  The document will be saved to your computer, tablet, or mobile device.

4. Uploading Documents

   • To upload a document, click on the “New” button in the top-left corner of the screen and select “File upload.”  Choose the document from your computer and click “Open.”

5. Sharing Documents

   • The access permissions for shared parties are preset and are not recommended for sharing with anyone beyond the designated recipients.

6. Getting Help

   • If you have any questions or encounter any issues while using the client portal, please don’t hesitate to contact us.  We’re here to help.