Sign In Instructions

Using the WB Client Dashboard

The dashboard is where you can:

  • Send files to WB
  • Receive files from WB
  • View and download your files
  • Delete your files

Your dashboard looks like this:

Dashboard page

How to Send Files to WB

You can upload multiple files at once:

  1. Click on the "Upload Files" button. Upload button

  2. Select one or more files from your computer.

  • On a Mac, the file selection dialog looks similar to this: File selection on Mac
  1. Select the files you want to upload and click the "Open" or "Save" button.
  • You will see a preview of the files you have selected: Files selected for upload
  1. Click the "Upload" button to send the files to WB.
  • You will receive a notification of the success or failure of the file upload(s).
  • Note: This message will disappear automatically after a brief period.

Managing Your Files

Viewing Files

Click on the file icon to view a file: view icon Note: Some file types can only be downloaded and cannot be viewed in the browser.

Downloading Files

Click on the download button to save a file to your device: download icon

Deleting Files

Click on the trashcan button to remove a file: trashcan icon

Best Practices

  • Although the system automatically deletes files at regular intervals, we recommend manually deleting files you no longer need.
  • Note: You may only be able to delete files that you have uploaded yourself.
  • Important: Always keep a copy of your files on devices and systems that you control.