Solution Center

1. Open client profile 2. Select Files from the sidebar 3. Click Personal Files 4. Client's personal files will be displayed in main screen to le...

1. Open client profile 2. Click Files from the sidebar 3. Click Upload a File 4. Select the file you wish to upload from your computer 5. File will no...

1. Open client profile 2. Select Files from the sidebar 3. Select Personal Files 4. Click Add New Folder 5. Screen overlay will appear 6. Type Folder...

1. Open client profile 2. Select Files from the sidebar 3. Click Group Files 4. Client's group files will be displayed in main screen to learn mo...

1. Open client profile 2. Select Files from the sidebar 3. Select Personal Files or Group Files, as applicable 4. Hover your mouse cursor over the file y...

1. Open client profile 2. Select Files from the sidebar 3. Select Personal Files or Group Files, as applicable 4. To see what is inside a folder, click...

1. Open client profile 2. Select Files from the sidebar 3. Select Personal Files or Group Files, as applicable 4. Hover your mouse cursor over the file y...

1. Open client profile 2. Select Files from the sidebar 3. Select Personal Files or Group Files, as applicable 4. Locate the folder containing the file y...

1. Open client profile 2. Select Files from the sidebar 3. Select Personal Files or Group Files, as applicable 4. Select the folder you wish to edit from...

1. Open client profile 2. Select Files from the sidebar 3. Select Personal Files or Group Files, as applicable There are two ways to download a file: ...