This article explains how to send documents through the Virtual Cabinet Portal as Portal End User, either in response to a request or at any time from your Portal account.
Who You Can Send Documents To
End users can only send documents to a publisher who has previously sent documents to them through the Portal. If an end user needs to send documents to someone who has not yet published to them, they would need to contact the publisher directly and ask them to send a document first to establish the connection.
Replying to a Document Request
If you have been asked to upload a document, you will see a Reply button when viewing the document. To reply, follow these steps:
- Click Reply at the top of the document.
- Select up to 50 documents from your device to upload. The maximum file size is 250MB per document.
- Add an optional message if permitted.
- Click Send.
Sending a Document at Any Time
Once you have a Portal account, you can also send documents at any time without needing to respond to a specific request.
- Log in to your Portal account.
- Select the Compose option on the main Portal page.
- Select from drop down who you want to send the documents to (Only publishers who have previously sent documents to you will be available as recipients.)
- Upload document and add an optional message.
- Click send.