Rocket Matter Knowledge Base Rocket Matter Payments and Invoice SharingHow to share invoices and documents through Portal

How to share invoices and documents through Portal

After your Client is set up with a Portal Account, you can share Documents, Invoices and Events with them.  Invoices can be shared automatically with Clients through the Portal, or you can choose to share invoices manually through the Portal.  Following are instructions on how to share Invoices and Documents manually through the Portal:

1.  Navigate to the Matter where the invoice or document is stored, then click on the 'Matter Documents' section.

1.  Navigate to the Matter where the invoice or document is stored, then click on the 'Matter Documents' section.

2.  Click on the "portal" link next to the Invoice or Document you wish to share.

2.  Click on the "portal" link next to the Invoice or Document you wish to share.

3.  Click "Add another", and enter the Client's name in the 'Who can see this item?' field.

3.  Click "Add another", and enter the Client's name in the 'Who can see this item?' field.

4.  Click "OK".

4.  Click "OK".

5.  You've shared an item with your Client via the Portal!

5.  You've shared an item with your Client via the Portal!

-  The 'blue arrow' indicates that you've shared the document via the Portal.

5.  Your Client logs into their Portal Account to view the items you've shared with them.