Adding Individual Files/Documents to an Account

You may add individual files (PDF and Zip) files to an account by viewing the account and clicking Send File.

Within the Add File screen, you will have 3 options:

1. Add to Portal - Use this option to upload a file to the consumer portal. The consumer will see the file within their Documents tab when viewing their account. The file is uploaded, but the consumer is not notified.
   
   
2. Add to Portal and Send Email - With Attachment - Use this option to upload the portal and send the document to the consumer in an email (as an attachment). When you use this option, you must also select an email template to use for sending. The document will not be available on the portal until the email is sent.
   
   
3. Add to Portal and Send Email - Without Attachment - Use this option to upload the portal and send an email to the consumer notifying them the document is available.. The consumer must still login and view the document. It will not be attached to the email. When using this option, the document is not associated with the email. There are two steps performed. The document is uploaded and an email is sent. The document will be available as soon as you click the Upload or Send button. The email may still need to be approved.