Rocket Matter Knowledge Base 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.

2. In Matter Documents, click on the drop-down button next to the item you wish to send via portal. Next, click on 'Portal'.

3. Enter the Client's name in the 'Who can see this item?' field, and click the "checkmark".

4.  Click 'Save'.

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

6.  When your Client logs into their Portal Account to view the items you've shared with them they will see the document.

Also view:

How to set up a Client Portal Account

How to Automatically Share Invoices with Clients

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