Adding portals while sending or requesting files

You can add a permanent or temporary portal to a contact when sending or receiving a file from a contact.

Perform the steps to send a file to a contact or request a file from a contact

Select Send
. If there isn't a portal assigned to the client, the application prompts you to find or add a portal.

To add a permanent portal, select Add a portal for Practice CS
.

To add a temporary portal, select Add a temporary portal for Practice CS
.

note

The application sends an email message to the contact with a link to register the portal and information for signing in.

This article applies to: