Your portal experience should be a breeze, so we’ve developed these resources to assist you in using the portal.


Web Portal Authorization Form

When you’re ready to sign up for a portal account, please complete the Web Portal Authorization Form.

Each client account requires a separate authorization form.  If you have multiple client accounts (e.g. individual account + business entity), you will have access to all of the portal accounts via a single email address.


General Overview

Web Portal Reference Sheet (pdf)


Video Tutorials

Introduction & Logging In to Portal

Touring Portal

Uploading Documents to Portal

Downloading Documents from Portal

Using Document Lists

Reset Password