Download Guest Files

The Guest Portal can be used to receive files without setting up a Client Portal for the sender. You will need to send a link to request a file. To send the request, follow the instructions for Guest Request. Once your guest has uploaded a file, an email notification will be sent to your office. The file will go to the Guest Portal for download.

Download Files from the Guest Portal

1. Select Files>Download Guest File(s) in the left menu or in the lower Files section. 
2. The name of the document will appear as a link in the Title column. Click the link to proceed with the download.
   
   
3. Click the Download button to the right of the file name. The file will appear where downloads generally show up in your browser. For example, in Chrome, they will show up at the bottom left corner of the window. 
4. Click the caret to view or save the file.
   
   
   
   
5. After the file is downloaded, you have the option to delete the file if it is no longer needed. Click the box in the Delete column to select files to delete, then click the Delete marked files button.