How to Upload to Secure File Pro From Phone

How do I upload documents to my Drake Portals SecureFilePro ^TM website for one of my clients to download?

To upload files for a specific client in Drake Portals ^TM , you take three choices. You tin upload:

• From Drake Documents.
• From Drake Taxation when you print client documents to PDF from View/Print mode.
• From whatsoever accessible folder on your computer or network, using your web browser.

In all cases,

• A copy of the document uploads to the customer'due south SFP binder and yous see a confirmation message. The copy replaces any file with the same name in the destination folder.
• In Drake Portals ^TM ,
  • the uploaded file displays a time postage stamp.
  • A transaction report is available at Settings > Reports > Latest File Transactions (select Employees from the For drop listing).

Important: For uploads from Drake Documents or Drake Tax, if the upload client does not have a website binder, you are prompted to create the folder or select a client folder to associate with this customer during the upload. This tin likewise be done within Drake Documents by selecting the client from the tree on the left, and so selecting "Search" to find an existing client account, or "Create" to create a new client business relationship. If yous create the folder, include the customer'due south email address. Without an e-mail address, the client is not notified that the business relationship exists and cannot access it.

Note: Yous can too upload public documents to the Public binder for any customer to download. SeeRelated Links below.

To upload files for a specific client, choose from the following options.

Upload from Drake Documents starting in Drake17:

1. Open Drake Documents. Note the Drake Portals ^TM  (SecureFilePro ^TM in Drake19 and prior) pane at the bottom correct of the Drake Documents window. If you do non see this, select to restore or maximize. Enter your Drake PortalsUsername and Countersign and click Login.

2. ​Locate and select the taxpayer and folder that contains the file that you want to upload. The file volition exist displayed in the upper right window. In this example, a 2020 PDF is bachelor for upload for taxpayer "Coffee Beans."

3. On the Files tab in the Drake Portals pane, select which Binder into which yous desire to upload the file. For case, choose Documents from Preparer. The window changes to show this binder and its contents on Drake Portals:

4. In the upper right pane, left click to select the document that you want to upload and elevate it down into the lower Drake Portals pane. The cursor will show a + sign indicating that the certificate(s) volition be uploaded or added to this folder. When the cursor changes, release your mouse click to upload the file.*

Note the file details after upload:

5. The taxpayer receives an email notification that new documents are available for review. Once they download the PDF, a Download Engagement volition likewise display in this pane.

*Note: Y'all tin as well copy the file from the documents pane and paste in the Drake Portals pane later selecting the destination folder.

Upload from Drake Taxation:

Whenever y'all impress to Drake Documents with the Drake PDF printer, select the Upload to Client'southward Portal (Upload to SecureFilePro ^TM in Drake19 and prior) choice to upload the selected documents to the client's Drake Portals folder.

1. After the PDF is printed, a dialog box displays the client's Drake Portals folders.
2. Select Documents from Preparer. You likewise tin can select a dialog box option to send an upload notification email to the client.
3. Click Upload.
   • A copy of the document is saved in the client's Documents from Preparer folder.
   • A File Upload Report is displayed confirming it. The written report can be viewed after from the Drake Home window nether Reports > Report Viewer on the Standard Reports tab.

This procedure works for printing selected documents besides equally for sets. For sets, the Print Sets dialog box offers the Ship to Portal option. Run intoRelated Links below.

Upload using your web browser:

1. Save the documents you want to upload to a location to which you lot can hands browse.
2. Open your browser and log in to your Drake Portals website.
3. On the Home window, select the customer from theClientssection.
4. Under theFrom Preparerdepartment, click theUpload icon.
5. Select the file to be uploaded and clickOpen up.
6. ClickAddto upload additional files (optional).
7. ClickUpload File(s).
8. A copy of the document appears in the customer'sFrom Preparer folder.

For a video demonstration of uploading and downloading documents from Drake Portals ^TM , see Portal Overview (Firm)  and Portal Nuts (End User) .

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Source: https://kb.drakesoftware.com/Site/Browse/10423/Drake-Portals-Uploading-Documents-for-Client-Pickup

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