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.
5. You've shared an item with your Client via the Portal!
5. Your Client logs into their Portal Account to view the items you've shared with them.
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