Client Connect - Overview
Client Connect allows your clients and partners to stay informed and exchange documents on your matters from anywhere, at any time.
When your contact accesses the portal, they can view the document(s) shared and even download - should you choose to provide download access.
The Access section will show who has been provided access to documents, whether they can download the shared documents and how many documents were shared with this contact.
The Sharing section includes a search option for ease of locating any documents which have been shared with a contact and identifying which documents have been shared with which contacts.
Once a contact has Uploaded a document, the file owner will be notified, and you can choose any additional or alternative users you wish to receive Notifications.
All sections must be saved using the Save functionality as no changes will be saved automatically.Related Articles
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