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 “mail@sf-notifications.com 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.
