Client Portal - Upload documents

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Natalie Jegorow

• 30 April 2026 07:45

It would be very beneficial for the clients to be able to load portfolio documents when they are enrolling. 

Types of documents could be medical forms, credit transfer evidence, application forms, proof of ID etc etc etc. 

With the current set up, the clients would need to create the contact, and then email us to upload the documents on their behalf. 

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  Siobhain Welsh

  • 25 May 2026 06:38

  This is a feature we also need for corporate Users

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  Shannon Smoje

  • 02 June 2026 07:37

  Great idea!  This would be a game changer for the corporate portal also. 

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