Share Files in the Secure Client Portal

If you need to share files with a client in a secure manner, the Secure Client Portal is ideal. The portal allows you to send essentially any file to your clients through PracticeQ's secure system.

Note: Files shared cannot exceed 25MB in size. 

1. From the home page, click the speech bubble icon.
2. Select the client from the list on the left, or invite a new client to your secure client portal. See the following article for assistance with this: Invite a Client to Your Client Portal.
3. Click the three dots icon that appears below the Message box.
4. Select Upload File.
5. Select the file from your computer to share with the client. 
6. Click Upload to upload this to the secure client portal for this client to view/download.

Note: If you ever need to delete a previously uploaded file, simple click the trash bin icon next to it (when hovering over that message item) in the message display area.

Other Sharing Options

• Share Document: This will show a dropdown list of all documents for the client, and allow you to select one to share along with a message.
• Share Client File: This allows you to select a file already uploaded to the Files section of a client's profile to share with them.