This article will show you how to do the following:
- Mark your client's documents as Accessible
- Send a link to the Other Side to access those Accessible documents
1. From your Dashboard, go to More > Attachments.
2. From this screen, you can upload documents by selecting "Upload". Select "Accessible" in the Disclosure dropdown menu to mark the document as Accessible to the Other Party (when you choose to send them a link to view it).
3. You can also choose to mark multiple attachments as accessible in one go:
1. Go to More > Disclosure Portal.
2. You can then copy the shareable link into an email or letter to the Other Side, or download the sample letter.