Additional NetClient CS Instructions

To upload a file using your portal:

1. Log in to your portal.
2. Click the “File Exchange” button on the left-hand side of your screen. This will display a “File Uploads” folder in the main area of your screen.
3. Click on the “File Uploads” folder.
4. Click on the “Upload” button to select a file. You can drag and drop the file into the window that appears or click “Add files” to browse for a file on your computer.
5. After selecting your file, click “Start Upload”.
6. Your file has now been securely transmitted to De Boer, Baumann & Company. To log out, simply click on your name in the upper right-hand corner of the screen and select “Log Out”.