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Document Hub - Unable to download a document from the portal

Updated over 3 weeks ago

Re-load the document into the portal folder in HandiSoft/ Practice Manager:

  1. Login to Practice Manager or HandiSoft as an Administrator.

  2. Find the document in the portal folder and ensure you have saved it into a Document Manager folder.

  3. Right click on the document, click Delete, Ok.

  4. Then right-click on the portal folder, add files to folder, find the document to add back into the portal.

  5. The client will receive a new email that the document has been uploaded.

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