...
- Select a type and year and then click on the CREATE FOLDERS button.
- You will be asked to confirm that you want to create the group of folders for the selected year. Click on OK.
Files
Details of a file are shown as in the example above. If you have not downloaded a file the border on the left will be blue. If you uploaded the file or have already downloaded the file, the border on the left will be grey.
...
When a client uploads a new file to one of your service folders you will receive a notification email. You can opt out of notification emails in your Account Settings.
Uploading Files
If you have permission to upload to a folder, you will see You can upload files in the File Upload section above the list of files.
To upload files either click on the SELECT FILES button and select the files from the file browser, or drag and drop files into the file upload area. You can optionally enter a description of the file/files.
Optionally enter a description of the file/files and an expiry date. If no expiry date is set the file will not expire and will remain visible to the client until it is deleted.
If you would like the client to approve the files you are uploading tick the Requires Approval box.
Once you have selected files to upload click on the UPLOAD NOW button to begin the upload. If the files are large this may take a few minutes. You will see progess are the files upload:
...