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User Guide

View, upload, and download files shared with your provider through the Documents page.

Role: User

Who this guide is for

  • Portal users
  • Anyone with the User role

What you’ll learn

  • How to navigate to your Documents page
  • How to upload a file
  • How to browse folders and download files

On this page

  1. Navigate to Documents
  2. Upload a file
  3. Browse folders and download files
Section 1

Navigate to Documents

The Documents module appears in your left sidebar. Click it to open your Documents page at app.getventana.com/portal/documents.

Portal sidebar with the Documents item highlighted as active The portal left sidebar shows navigation items: Invoices, Documents (currently active), Signatures, and Support. The main content area displays the My Documents page with a folder and a PDF file listed. app.getventana.com/portal/documents Ventana Invoices Documents Signatures Support My Documents Upload and manage files shared with your provider. Documents Client Files Folder › onboarding_guide.pdf 2.1 MB · Uploaded 2026-03-10 Download 1
1

Click “Documents” in the left sidebar

Click Documents in the left navigation. The page loads at /portal/documents and displays your assigned folders and files.

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If you don’t see Documents in your sidebar, your administrator may not have enabled the feature or granted your account access. Contact your admin to request access.
Section 2

Upload a File

Use the drop zone at the top of your Documents page to upload files. You can drag and drop directly, or click to open a file picker.

Documents upload page showing a dashed drop zone and a Browse Files button The Documents page shows a large dashed drop zone labeled "Drop files here or click to browse" with a smaller note about supported file types. Below the drop zone is a teal Browse Files button. Two callouts indicate the drop zone and the Browse Files button. app.getventana.com/portal/documents My Documents Drop files here or click to browse PDF, PNG, JPG, DOCX up to 10 MB Browse Files 1 2
1

Drag a file onto the drop zone

Drag any file onto the dashed area, or click anywhere inside it to open your operating system’s file picker. Supported formats: PDF, PNG, JPG, DOCX (up to 10 MB).

2

Or click “Browse Files”

Click the Browse Files button to open a file picker and select a file to upload.

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Uploaded files land in the upload folder your administrator configured for your account. Contact your admin if you’re unsure where files will be saved.
Section 3

Browse Folders and Download Files

Click into folders to browse their contents. The breadcrumb at the top tracks your location — click any segment to jump back up. Click Download next to any file to save it.

Documents folder view showing breadcrumb navigation, file rows with Download links, and a subfolder The Documents page breadcrumb shows "Documents › Client Files". Below, a file list shows contract_2026.pdf and invoice_march.pdf each with a Download link, and an Archived folder row with a chevron. Three callouts indicate the breadcrumb Documents link, the Download link, and the folder row chevron. app.getventana.com/portal/documents Documents › Client Files contract_2026.pdf 842 KB · Uploaded 2026-01-15 Download invoice_march.pdf 1.2 MB · Uploaded 2026-03-01 Download Archived Folder › 1 2 3
1

Use the breadcrumb to navigate

Click any segment in the breadcrumb to jump back to that folder level. Click Documents to return to the root.

2

Download a file

Click Download next to any file to open it in a new tab or save it locally.

3

Open a folder

Click any folder row (the › arrow on the right) to open that folder and browse its contents.

Related guide

Is your team on the Professional role?

The Professional guide covers how to access the Documents page via direct URL and browse shared folders.

View Professional Guide →