How-To: Use the Portal

When you have been added to the secure client portal system, you will be sent a portal notification email containing your activation link.

Please check your Spam Folder if you don’t see this email.

Add “ to your safe sender or approved contacts list, if needed, to avoid having portal e-mails diverted to that folder.

Check Your Email

Click Sign In to begin activating your account.

Activation Page

Enter your personal information.  

Activation Page

Set your password. When your password meets the requirements, click the Submit button to access your private folder. 

Your File Folder

Your folder will be displayed on the default portal landing page.

Uploading Files

To upload files, select +Add.

Downloading Files

Select a file to download.

Signing In & Out

The portal keeps track of users who are signed in. If you are signed in and idle for about 15 minutes, the portal will automatically sign you out. When this happens, you can sign back in to continue your session.

IMPORTANT It is always best security practice to sign out of the portal when you are done using it and before closing the browser tab or window.

Signing In & Out

To sign out, click Sign Out link at the top right in desktop view or at the bottom of the main menu in mobile view.