Files (Mobile)

Files

If you do not see a tab called "Files" when you are logged into your account, the organization does not allow you to access your files via the Client Portal.

Table of Contents

• Upload Files
• Tag File(s)
• Edit File Name
• Download File
• Delete File
• Identify File as Required File (for program applications)

Upload Files

1. Tap the menu at the bottom of the screen
2. Tap Files 
3. Tap Upload File(s)
4. Your phone will prompt you with multiple options (your options may vary):
   • Camera
   • Camcorder
   • Files
5. Tap the desired file source and upload the file/take a picture of the document
6. Save confirmation will appear
7. The file is uploaded to your record

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Tag File(s)

Please note that you can tag only the files that you upload to your record. If you do not see the   plus sign for the Tag, it is because the file was uploaded by your specialist.

Tag options are created by your specialist. Where appropriate, you can assign a tag to a file that you've uploaded. Tags help categorize your files by labeling them.

1. Tap the menu at the bottom of the screen
2. Tap Files 
3. Locate the file you wish to tag from the list of files below
4. Next to where it says Tag:, tap the   plus sign
5. Tag options will appear in a drop-down
6. Tap the desired tag from the list
7. Tap Save
8. Tag is applied to the file

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Edit File Name

Please note that you cannot rename files that have been uploaded by your specialist. If you attempt to rename a file that was uploaded by your specialist, you will receive an error message stating "You don't have access to update that file."

After you upload a file, you may need to rename the file for your specialist:

1. Tap the menu at the bottom of the screen
2. Tap Files 
3. Locate and tap the file you wish to rename from the list of files below
4. Tap the edit icon
5. Enter the desired file name in the text field
6. Tap Save
7. The file name is updated

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Download File

1. Tap the menu at the bottom of the screen
2. Tap Files 
3. Locate and tap the file you wish to download from the list of files below
4. Tap the download icon
5. Save to your mobile device as desired

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Delete File

Please note that you can only delete files that you have uploaded. You cannot delete files that were uploaded by a specialist.

1. Tap the menu at the bottom of the screen
2. Tap Files 
3. Locate and tap the file you wish to download from the list of files below
4. Tap the  delete icon
5. Confirmation will appear across the top of the screen:
   • To delete, tap Delete
   • Tap Cancel to cancel the file deletion

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Identify File as Required File (for program applications)

Learn more about Required Files for Program Applications

1. Tap the menu at the bottom of the screen
2. Tap Files 
3. Locate the desired file from the list
4. Next to where it says Required File:, tap the   plus sign
5. Select the correct label for the file from the list
6. Tap Save
7. Repeat as needed for each required document

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