Share a Document Through the Client Portal

If a client's portal is activated, you can share documents with them.

How to activate the client portal

To share a document a client will see in his or her portal:

• Navigate to the Documents Tab of a case.

• Locate the document that needs to be shared with the client.
• Click the arrow at the end of that document's row.
• Select Edit Details from the drop-down menu.

• A pop-up window will appear.
• Under Document Category, select Client Portal from the drop-down menu.
• Click Save.
• The document will be visible on the Client's Portal.