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Document Hub - Unable to download a document from the portal in Document Hub

Updated over a month ago

If you are unable to download a document from the portal, reload the document into the portal folder in Document Manager.

  1. Log in to Practice Manager or HandiSoft as an Administrator.

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

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

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

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

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