In addition to individual files, you can also share entire folders with your client. Any sub-folders in the folder will also be shared, and any modifications to a file or folder will be automatically reflected in the Client Portal. Third parties can also download, review, and comment on documents. Read on to learn more.
Share a Folder
- Navigate to the Documents section of your matter.
- Right-click on the folder you wish to share and select Share > Client Portal.
- Choose the recipients by selecting the Add+ button under Parties.
- Include additional comments or instructions in the Message text box.
- Select Send.
The shared folder will be noted by a special icon in your conversation.
Selecting the folder will show the sub-structure.
Did You Know
- There are limits of 130 files per message and 5 GB per file.
- This feature is not intended to be used for discovery.