You will receive an email that says [Firm Name] has requested files. The email includes two links. If the firm entered an optional message, it also appears in the email.

• The first link is the direct upload link and can only be used once.
• The second link opens your regular portal login page.

To upload files, follow these steps:

1. Click Select.
2. In the file browser window, locate the first file to upload and click Open.
3. Repeat steps 1 and 2 as needed to choose additional files.
4. When all files have been selected, click Upload.
5. The window displays a success message.
6. Additional files can be selected for upload from this window, if needed.

Important: Once you close this browser window, you must log in to your regular portal to upload additional files. The email link will only launch the Upload files to your Portal window once. Subsequent clicks redirect to your regular login window.