Viewing Documents Uploaded by Customer via Client Connect

When a customer uploads a document to the portal, it will appear within the Documents tab under Client Connect section, and also within the Activities page under File Documents section.

To view the uploaded document(s) from the customer: 

1. 
   

2. 1. Click on Client Connect. 
   

3. 2. Select Sharing tab. 
   

3. 3. Under Choose Contact(s), select the contact who uploaded the documents. 

Only contacts who have been granted access to Client Connect will appear in the "Choose Contact(s) list". For more information on how to grant access to customers, please refer to Client Connect - Giving Access to Customers. 

4. Under Shared (Visible on Portal), you will see the list of the documents uploaded by the specific contact / customer, along with any documents that have been shared with them from the matter. Documents uploaded by the customer will show the green cloud upload icon  before the name.

5. You can sort the documents by their Name, Activity date and Created date by clicking on each column. 

You can also search for a document that was uploaded using the document name.
   

6. To remove this document from the portal, you can click delete icon here. This stops that document from being visible to the contact, but it will still stay in the matter Activities list (this applies even if the document was uploaded by the contact).

7. Documents uploaded by clients are also uploaded directly to the matter Activities page. It will show as type Document (Portal) and the File Owner will show as the Author.

Documents can be edited from the Activities page. Any changes Thread users make on the document will be visible to the customer when viewing that document from Client Connect.

If documents are deleted from the Activities page of the Matter, they will also be deleted in Client Connect. 

To find out more about using Client Connect, go to Client Connect - Overview.

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