This video describes how to access and print files made available via File Exchange in your private Client Portal. Length: 2:29
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In this video, we demonstrate how to upload files to File Exchange in your Client Portal if you have the necessary permissions. Length: 3:24
This video shows how to view, download, and print files in Document Presentation as often as necessary without having to request mailings or delivery. Length: 1:58
To view step-by-step screen shot instructions in a printable, pdf format click here.