How do I upload a file for my clients to view in my "Items to Share"?

Use your "Items to Share" in your Virtual Office to upload files that you want clients that are connected to you to have access to such as office forms, newsletters, or informative articles related to your areas of specialty.

To upload files to your Items to Share in your Virtual Office:

1. Log into your Virtual Office at

2. Under My Account on the left choose "Upload a File" or under the Items to Share heading choose "Upload a New File" 

3. You will see this screen

Upload File View

4. You must first scroll down from "Choose a Category" (red arrow in the image above) and pick "Files" 

5. Then click the Choose File button (green arrow in the image above) to browse your computer to find the file you want to upload

6. In the File Title area - enter the name of the file as you would like it to appear for clients in your Virtual Office

7. Click the Start Upload button (blue arrow in the image above)

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