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.
1. Navigate to the Matter where the Invoice or Document is stored. Then, select 'Matter Documents' from the left-hand navigation panel.
2. Select the 'actions' drop-down button next to the item you wish to send and select 'Portal'.
3. Enter the Client's name in the 'Who can see this item?' field, and click the 'check mark'.
4. Click 'Save'.
You've shared an item with your Client via the Portal! When your Client logs into their Portal Account to view the items you've shared with them they will see the Document.
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