Client portal
Replace or update a client upload on a request
Explain how the portal upload button behaves after a client has already submitted a file.
After a client uploads a file for an item, the portal button changes from Upload file to Replace file.
How to submit another file
- Open the secure request link.
- Find the item that needs an updated file.
- Click Replace file.
- Select the new file from the computer.
What your team sees
The item remains submitted and the request page shows the uploaded file information for that item. Use the item status and review buttons to decide whether the latest submission should be approved or rejected.
When the request is locked
If the request is completed or cancelled, upload controls are hidden from the client portal.