Step-by-Step Instructions to Upload a Photo to
Your Portal on a Mobile Device
Follow these simple steps to upload a photo to your secure client portal from your mobile device.
Each step has a matching screenshot to guide you.
1.
Login to your secure client portal. Then tap the three green lines in the upper corner. Where to tap is circled in purple in the screenshot.
2.
Tap ‘Documents.’
3.
Tap the cloud icon in the red circle in the lower right corner.
4.
Tap ‘Select Files.’
5.
Select the photo you want to upload from your photo library. Remember that the photo needs to have clear, visible eyes.
6.
Tap ‘Upload’ in the upper right corner.
7.
Tap ‘Confirm Upload.’
8.
Tap the file you just uploaded.
9.
Tap ‘Edit’ to rename the file.
10.
Tap on the file name.
11.
Rename the file to the name of whomever is in the picture. You can also add notes in the Description field that would be helpful (such as daughter, son, mom, dad, animal breed, etc.).
12.
Tap ‘Save Changes’ in the upper right corner. You did it!
