Infinity3 Help Centre
Practical guides and answers for your Infinity3 tools and services.
Receive customer files through the Client Portal in Infinity3
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Ask customers to upload supported files through their portal so your team can find them on the correct contact record.
Before you start
Confirm the customer can sign into your portal and access its document area. Explain which files you need and who will review them.
Use clear filenames so your team can identify the document and version.
Customer upload steps
- Sign into the customer portal using the supplied portal address.
- Open Documents.
- Select Upload Document.
- Choose a supported file from the device.
- Wait for the upload to finish and check that it appears.
Supported formats include PDF, Word, Excel, PowerPoint, text and common images. Video uploads are not supported through this document-upload feature.
Find the file in Infinity3
- Open Contacts and select the customer.
- Open Documents → Received → Client Portal, where shown.
- Find the uploaded file.
- Preview or download it and record any required follow-up.
Confirm the file is complete and readable before treating the request as fulfilled.
If an upload fails
Check the format, file condition, connection and any size guidance or error shown. Ask the customer to wait for completion before leaving the page.
If the upload control is missing, review portal configuration and access.
Contact Infinity3 with the portal, contact, file type and error. Do not ask customers to send passwords or login codes.