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Share or Unshare Items via Client Portal

Introduction

You can share various items with your client via client portal such as invoices, calendar events, tasks, notes, and documents. Below each item type is listed along with steps on how to share.

Share Items via Client Portal

Sharing Invoices

Matter Details > Billing > Invoice tab > highlight a current invoice > Action > Share via Client Portal OR Activities > Invoice Tab > highlight a current invoice > Action > Share via Client Portal
 

To unshare invoice, highlight invoice > Action > Unshare via Client Portal

Share Calendar Events, Tasks, Notes

In the add/Edit window, you will see the following:
 
 
Check the box where it says “Share via Client Portal”.
Click Save.
 
To unshare item, go into Edit window, and uncheck, “Share via Client Portal”.

Share Documents

Matter Details > Document tab > highlight a file in Matter Folder > Click Share
 
 

To Unshare a file, go to matter details > Documents tab > highlight a file in matter folder > click unshare.

Keep in mind that sharing calendar events, tasks, notes, and documents are done on the Matter Level (Matter Details).

Updated on May 31, 2019

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