Where Do Client Portal Messages, Photos, and Documents Appear?

How to review photos, messages and documents uploaded to the Client Portal by the client.

Review Photos

• When a client uploads a photo in the Client Portal a message will be sent to the all assigned workers.

• The photo will automatically save to the Photos Tab.

• An auto note will be created in the Notes Tab. 

Review Documents

• When a client uploads a document to their portal a message will get sent to the Assigned Worker's Inbox requesting to review the document in the Mail Review Center. 

• Navigate to the Mail Review Center to review the document.
• Select the dropdown arrow aligned with the document and click Review. 

• Select Save.

• The document will now appear in the Documents Tab and an auto note will be created.

Review Messages

• When a client sends a message through their portal a message will get sent to the Assigned Worker's inbox where the users can reply.

• An auto note of the message will be created in the case.

NOTE: Reploes to the client's messages can only be directed internally.