/
Uploading Documents to share with the business

Uploading Documents to share with the business

You can use your Secure Client Portal to upload files or documents that you want to share with the business, rather than sending them by post or email. There are two ways you can do this:

1. Through the My Documents / My Folders menu
(note that this menu is not available on a mobile phone)

To upload a document, click on the

upload icon to the right of the To Business folder.

An Upload Files window will display, allowing you to drag and drop files on this window, or if you wish, you can use the Browse link to browse for files.

If, you are connected to more than 1 Client entity, you are given the ability to select which client entity you’d like to upload files for.

The business will automatically receive an email advising them, when you upload a document.

 

OR

 

2. Through My Uploads:

To upload a document, click on the

upload icon on the top right of your web browser. It is in between two other icons options. If you are using Nimbus Client Portal on a mobile phone, click the menu and then select My Uploads.

An Upload Files window will display, allowing you to drag and drop files on this window, or if you wish, you can use the Browse link to browse for files.


If, you are connected to more than 1 Client entity you are given the ability to select which client entity you’d like to upload files for.

The business will automatically receive an email advising them when you upload a document.

Related content

Manually Uploading files to Share with Clients
Manually Uploading files to Share with Clients
More like this
Ad-Hoc File Share
Ad-Hoc File Share
More like this
How-to update Login details:
How-to update Login details:
Read with this
Uploading files via Mobile
Uploading files via Mobile
More like this
Adding an Employee
Adding an Employee
Read with this
My Uploads
My Uploads
More like this