Client Uploads
Review new secure drop-off uploads
What your team sees when clients upload through secure drop-off.
Where uploads appear
Files uploaded through secure document drop-off appear on the Client uploads screen.
What each upload shows
Each upload row shows the client name, document type, contact name, number of files, upload date and time when available, optional note, and the uploaded file names.
Status shown on the screen
New drop-off uploads are shown with a Needs review badge.
Empty state
If no clients have used secure document drop-off yet, the screen says: “No client uploads yet” and explains that uploaded files will appear there.