Non-Portal Email Secure Link Upload

The Non-Portal Email Secure Link Upload feature allows your office to transfer files securely to banks, mortgage companies, or even clients who do not desire or warrant having a Client Portal.

You may access the Non-Portal Email Secure Link Upload by using Upload to Clients Quick Tile or by selecting Files>Upload to Client from the left menu or from the lower Files section.

Create a Non-Portal Email Secure Link Upload

The process to create a non-portal email upload link is outlined in the steps below. The screenshot is numbered to match the numbers of the corresponding steps. 

1. There are two options for password creation. You can enter a password into the text box provided, or have the system generate a password by clicking the key icon. You can use the drop-down arrow to select the number of characters in the system-generated password. A password is required to log in to the secure portal.
   
   

   Note:  Password must be at least 8 characters. Letters, numbers and these special characters are allowed [ ! @ # $ % & . - _ ]. NEVER include the password in the email notification. The password can be communicated to the recipient through a phone call, text, or a separate email.

   
   
   
2. Enter the Recipient's name. There can be multiple names in this field.
3. Send BCC to the "From" selected is selected by default. Uncheck this box if your office does not want to receive a copy of the email.
4. Enter the Recipient's Email Address. There can be multiple email addresses in this field separated by semicolons.
5. The Category will default to General Documents. Use the down arrow to select a different Document Category.
6. Enter optional Notes to Client which will display on the Document download window of the portal. The Client Notes information is not included in the notification email sent to the recipient.
7. Enter the text for the body of the email that will be sent to the recipient.  You can also choose a saved Message Template.
8. 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 may be uploaded at one time.
9. Click the Continue button.
10. A confirmation dialog box will open after you have clicked Continue. Click the Print button for a print-friendly page. Click Upload Another File to Same Client to send additional files to your contact.