Uploading Files in My Firm Files

1. Log in to your My Firm Files site.

2. Click on the Files Tab

3. Click on the My Clients folder (not the checkbox next to the folder).

4. Find the user folder that you would like to upload files to.

5. Click on the 'Upload' button

6. You can drag and drop your files into the screen or click the 'Browse for Files' button to browse your local computer. When you are finished adding files for this client, click 'Upload' 

7. Once the upload has finished you will be redirected back to the folder you were uploading to.

Downloading Files in My Firm Files

1. Log in to your My Firm Files site.

2. Click on the Files Tab

3. Click on the My Clients folder (not the checkbox next to the folder)

4. Find the user folder that you would like to view

5. When you find the file that you want to download, check the box by the file and then click "Download". The file will go into you downloads file on your computer.

Did this answer your question?