Adding portals while sending or requesting files

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  1. Perform the steps to send a file to a contact or request a file from a contact
  2. Click Send. If no portal in NetClient CS is assigned to the client, Practice CS prompts you to find or add a portal.
  3. Click the appropriate button.
    • To add a permanent portal, click Add a portal for NetClient CS.
    • To add a temporary portal, click Add a temporary portal for NetClient CS.

NetClient CS sends an email message to the contact with a link to register the portal and information for logging in.


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