Customer Portal - Uploading Confidential Documents

1. Navigate to the "Documents" screen

   You can upload confidential files to your customer account within the Kodaris Customer Portal. Any documents uploaded as confidential files will only be accessible to limited users. To securely upload these files, log in to your Kodaris customer portal and navigate to the "Documents" screen. In order to access and upload documents to confidential files, you will either need the Company Admin or Accounts Payable permission. If you do not have access, please reach out to the Kodaris team

   

2. Click the "Actions" button

   Click the "Actions" button.

   

3. Select "Attach Confidential File"

   Select "Attach Confidential File" from the options.

   

4. Select and Upload file

   Choose the file you want to upload and click "Open." If needed, you can first zip the files if there are multiple files that need to be uploaded.

   

5. Confirmation message

   After a successful upload, you will receive a confirmation message. Note: the confidential files will disappear from your view once uploaded. This is for security purposes.