Client Connect - Overview
Client Connect allows your clients and partners to stay informed and exchange documents on your matters from anywhere, at any time.
Once you provide portal access to an external contact, they will receive an email inviting them to access the document(s) you have chosen to share with them. On the Client Connect/Overview tab you can see the link that your customers can access the portal on.
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 matter 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.