1. Open the workflow in the editor
Go to Portals -> Open specific portal -> Workflows tab, then open an existing workflow or create a new one to open the Workflow Editor.
To create a new workflow, click the "+" button, then select "New workflow" option
2. Add the “upload document” step
In the Workflow Editor, click the "+" button and choose the “Upload documents” widget.
3. Tell what you need
Add rich-text instructions so the client knows precisely what to send and in what format
4. Save the step
Click the “Save” button to add the step to your workflow.
What happens next
When the client reaches the upload step, they’ll see your instructions and can attach their files right there. Whatever they upload lands in portal’s Documents folder.