How to share photos with the client via the Client Portal. Here's how to activate the Client Portal.
- Navigate to the Photos Tab of a case.
- Locate the photo you want to share with the client.
- Click the arrow at the end of that photo's row.
- Select Edit.
- A pop-up window will appear.
- Under Tags, select Client Portal from the drop-down menu.
- Click Save.
- The photo will be visible in the Client Portal.
Comments
0 comments
Article is closed for comments.