1. Accessing the Upload Function
Once the client has logged into their Vault (refer to How do my clients access their Vault?), they can click the Upload Documents button.
2. Uploading Files
The client can either drag and drop files into the upload area or browse their computer to select documents.
Each file must not exceed 25 MB.
Allowable File Types
Extension | File Format Name |
Portable Document Format | |
.jpg | Joint Photographic Experts Group |
.jpeg | Joint Photographic Experts Group |
.png | Portable Network Graphics |
.bmp | Bitmap Image |
.gif | Graphics Interchange Format |
.doc | Microsoft Word 97–2003 Document |
.docx | Microsoft Word 2007–2019 Document |
.xls | Microsoft Excel 97–2003 Workbook |
.xlsx | Microsoft Excel 2007–2019 Workbook |
.csv | Comma-delimited Text |
.txt | Unicode Text |
.zip | Compressed Archive |
3. Notification to the Practice
Once the client uploads a document, an email is sent to the staff member selected in the Send Documents To field.
Note:
A default staff member can be configured in the Send Documents To field. Refer to Vault Configurations – General.