How to upload files in the Client Portal

Your service provider often needs documents from you — bank statements, signed forms, invoices, or other files. The Client Portal lets you upload files directly to the relevant task so your service provider receives them in context.

Quick answer

Open the task, then either drag a file onto the task window or click Upload file in the Details panel. Your file appears as a task attachment immediately, visible to your service provider.

Who can do this

Any Client Portal user with at least one task assigned to them, provided your service provider has the file upload option enabled (it is on by default).

Uploading a file to a task

There are two ways to attach a file to a task:

Method 1: Drag and drop

1. Open the task on your dashboard.
2. Drag a file from your computer directly onto the open task window.
3. A drop zone appears when you hover over the task. Release the file to upload it.

Method 2: Upload button

1. Open the task on your dashboard.
2. In the Details panel, find the Upload file button.
3. Click Upload file.
4. Select the file you want to upload from your computer.

On mobile, a dedicated upload area is visible within the task details. Tap it to choose a file from your device or camera roll.

After uploading

The file appears in the Attachments section of the task immediately after uploading. Your service provider can see it right away — no extra step is needed to “send” it.

If you upload the wrong file, contact your service provider via the task message thread and let them know. They can remove attachments on their side.

Attaching a file to a message

You can also attach a file to a message in the task’s communication thread:

1. Open the task.
2. Click the Write a message… field in the communication panel.
3. Click the paperclip icon next to the message field.
4. Select a file from your computer.
5. Add a message if needed, then send.

Files sent this way appear in the message thread with the message, and also as task attachments. This is useful when you want to add context alongside the file.

Troubleshooting

I cannot see the Upload file button

Your service provider may have disabled the file upload option for the portal. Contact them to ask whether file uploads are supported, and if so, how they prefer to receive documents from you.

My file is too large to upload

There is an upload size limit per file. If your file is rejected, try compressing it or splitting it into smaller parts. For very large documents, contact your service provider to agree on an alternative delivery method.

The upload appears stuck or shows an error

Check your internet connection. If it is stable and the upload still fails, try a different browser or clear your browser cache and try again. If the problem persists, contact your service provider and let them know what file type and approximate size you were trying to upload.

I uploaded a file by mistake

You cannot delete attachments yourself in the portal. Send a message to your service provider via the task thread and ask them to remove the incorrect file.