Passportal Help

Uploading and Managing Files in Documentation Manager

Each client has its own section for uploading and storing Files in a secure location that is easy to find and use. You can upload any file type to this location. Once a file is uploaded, you have the following options in regards to that file via the 3 dots menu in the Actions column:

  • View Details: View the recorded details of the file, as well as download the file.
  • Edit File: Change the recoded details of the file.
  • Update File: Replace the file with another version.
  • Move File: Move file to another folder location.
  • Delete File: Removes the file from Passportal.

Expand each section below for further details.