Client Portal

Preferred File Types

Help us help you by using the following file types.

• PDF files are always the preference for digital documents. 

  • Image files (JPEG, PNG, GIF, TIFF, etc.) should be avoided.  All scanners will scan directly to PDF.  You may need to look at the settings if yours automatically produces an image file.

  • Phone apps that convert pictures to PDF files should also be avoided.

• Excel files are always the preference vs. a PDF printout of the information.

• All documents should be complete and easy to read.

  • Ensure that information in the margins wasn't cropped in the scanning process.

  • Pencil doesn't scan well so ensure that written information can be easily read.

Thank you for your assistance.