Logging In & Uploading Files
Learn how to access your client dashboard and upload files for review by our team.
Overview
Once your account is activated, you can log in to the client dashboard to upload files for review. This tutorial covers the login process and how to upload files.
Prerequisites: You must have an activated account to follow this tutorial. If you haven't activated your account yet, please complete the account activation tutorial first.
Logging In to the Dashboard
Access the Clients Page
On the Clients page, click "Login to the Client Dashboard".
Sign In to Your Account
A new window or tab will open with a sign in form. Enter your username and password, then click the Sign In button.
Explore the Dashboard
From the Dashboard, you can view the files currently pending review, as well as files that have been reviewed. You can sort through each of these tables by file name and upload date. Additionally, if you're looking for a specific file, you can quickly and easily search for it.
Uploading Files
Navigate to File Upload
To upload files, you may either click "Upload Files" in the navigation bar on the left side of the screen or click the "Send New Files" button above the pending files table.
Upload Your Files
When you arrive at the file upload screen, you can either drag and drop your file into the white box under "Upload New Files", or you can click inside the white box to select the file from anywhere on your computer.
Upload Process
The upload process starts immediately, and you'll know it's done when you see the green checkmark. The file should appear in the "Files Pending Review" table on the Dashboard immediately, so you can go back to the Dashboard once an upload is complete to confirm we have received it.
Upload Complete: Look for the green checkmark to confirm your file has been successfully uploaded and is now in our review queue.
Best Practices
File Organization
- • Use descriptive file names
- • Group related files together
- • Include version numbers if applicable
- • Remove duplicate files
Security Tips
- • Always log out when finished
- • Don't share your login credentials
- • Use a secure internet connection
- • Keep your password private
Upload Tips
- • Upload during off-peak hours for faster speeds
- • Check your internet connection
- • Don't upload too many files at once
- • Compress large files when possible
Communication
- • Provide clear file descriptions
- • Include relevant context
- • Specify deadlines if urgent
- • Add contact information if needed
Troubleshooting
My file upload keeps failing
Check your internet connection and file size. Large files may take longer or fail on slow connections. Try uploading smaller files or contact support for assistance with large uploads.
How long does the upload process take?
Upload time depends on file size and your internet connection speed. Small files (under 10MB) typically upload in seconds, while larger files may take several minutes. The progress bar will show upload status.