Skip to main content

Document Hub - Portal folder missing for one client

Updated over 3 weeks ago

If the Client Name folder is missing from the Portal: Documents folder please check that the client is Active.

  • On the Client Details window, under Related, click the ellipsis next to Document Hub to open the Document Hub Configuration for window.

  • If the Status shows as Active, please close out of all HandiSoft programs on your PC, and then re-open Practice Manager/HandiSoft and Document Manager to see if the Portal folder appears.

  • If the issue persists, please raise a case online , reference the title of this article in the description, the details of the issue and attach a screenshot so it can be investigated for you.

Did this answer your question?