How do I get documents into The Portal Genie?

How Documents Get Into the System

Documents are added to The Portal Genie in three main ways:

1. Accounting Software Integration
   Four dedicated folders — Invoices, Statements, Quotes, and Credit Notes — automatically sync with your accounting software. When a client accesses any of these folders in their portal, The Portal Genie retrieves the documents directly from your accounting system in real time.

2. Document Upload
   You can upload documents in bulk directly into The Portal Genie, allowing you to share additional files not generated by your accounting software.

3. Email-In Functionality
   Each account is assigned a unique email address. When documents are sent to this address, The Portal Genie automatically processes and stores them in your profile, making them instantly available to your clients.