Upload files in the Client Portal

You will learn how to send files on a task or in a message, and how to remove a file you sent by mistake.

Anyone signed in to the Client Portal who can open the task. On a request, attach the file to a message instead.

Upload a file to the task it belongs to, so your service provider finds it with the work it is for.

1. Open the task on your dashboard.
2. Under Documents, click Upload file and choose one or more files.

You can also drag files from your computer onto the open task window. The window shows Drop files to upload while you drag.

While a file uploads, its row reads Uploading…. When the upload finishes, the file is on the task and your service provider can see it. No extra step is needed to send it.

Attach a file to a message when you want to explain what the file is.

1. Open the task.
2. Click the Write a message… field.
3. Click the paperclip icon and choose the file.
4. Write your message, then click Send.

The file is sent with your message.

If your service provider uses the Documents page in the Client Portal, every file you upload on a task also appears there. Open Documents and click Uploaded by me to see all your uploads in one list.

About an hour after the upload, your service provider’s folders receive the file. See Find your documents.

You can delete a file you uploaded yourself. A file added by a colleague or by your service provider cannot be deleted here.

1. Open the task.
2. Under Documents, click the bin icon next to your file.
3. The portal asks Delete attachment? Click Delete.

To remove a file someone else added, send a message on the task and ask your service provider.

Each file can be up to 32 MB. The portal says File size must not exceed 32MB and does not upload a larger file. Compress the file or split it into smaller parts. For a very large document, ask your service provider how to send it.

You uploaded many files in a short time. Wait for the time the message names, then upload the rest. A file marked Not uploaded was not saved: upload it again.

The button is on tasks only. A request has no Upload file button: attach the file to a message instead.

Check your internet connection and upload the file again. If the upload fails again, try another browser. Tell your service provider the file type and size if the problem stays.