Your Briefcase is a convenient place to upload files to a remote location for future download. You may access your Briefcase from any location where you have an internet connection. The Briefcase is not intended to be a backup of your system or files. The files in the Personal Briefcase are only available to the person who uploaded them. The files uploaded to the Shared Briefcase are available to all staff members with Partner Rights.
Click the desired Briefcase quick tile on the Dashboard or select Files > Private Files (Briefcase) from the left menu to upload or download files. From here, you will have the option to upload to either your Personal Briefcase or the Shared Briefcase.
Personal Briefcase
Click Upload files to Personal Briefcase.
Enter the file name in the Title field.
Select a Category. The default is General Documents. Additional categories may be created.
Enter comments or notes in the Description field.
Click in the gray box to browse to the file location and select the files you want to upload or drag-and-drop the desired files into the same gray box. Multiple files can be uploaded at one time.
Click the green Continue button to upload the file(s). A confirmation message will open within the portal once the file has been uploaded. This can be printed by clicking the Print button.
Shared Briefcase
Click on Upload files to Shared Briefcase.
Select a Category. The default is General Documents. Additional categories may be created.
Enter comments or notes in the Description field.
Click in the gray box to browse to the file location and select the files you want to upload or drag-and-drop the desired files into the same gray box. Multiple files can be uploaded at one time.
Click the green Continue button to upload the file(s). A confirmation message will open within the portal once the file has been uploaded. This can be printed by clicking the Print button.
After documents are added to your Briefcases, the following will appear. Note the number of files in each briefcase.
The Category link (i.e. General Documents) will appear as a link. If any files were uploaded in previous years, click on the link to each year. The links to the files will display under the Click Title column heading to view and/or download.
Create and Edit Document Categories
Categories can be created or edited for your Briefcase files.
Click on Create/Edit Document Categories to open Paperless Config, where these edits will be made. Click here for Paperless Config instructions.
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