Remove Documents from the Client Portal

How to remove a document that has been shared through the Client Portal. 

• Navigate to the Documents Tab of a case.

• Click on the drop-down arrow in line with the document the firm would like to remove from the Client Portal.
• Click Edit.
• Click the x next to the Client Portal option in the document category box. Click Save.

• The document will now no longer show up in the Client Portal, however, it will still be saved to the case.