HOW TO “SHARE AND EMAIL” DOCUMENTS

Sharing a document allows for clients to login using their client access to view any shared documents. Before a client can have a document shared with them, they must have client access given to them. If a client does not have client access yet, please assign them client access and return to this article to complete this walk-through.

1. Click on the Documents tab from the contact profile, then click into the folder where the document you're sharing is located.
   1. Note: This process is the same for any documents uploaded to the Documents tab, on the case profile.
      
2. Select the Document(s) that you wish to share with your client, and click the Share with Client(s) button.
   
3. Select whom you would like to share the document(s) with, then click Next.
   
4. If you'd like to notify the clients of this share, you can click the Email button. Otherwise, you can close the window.
   
5. Enter the Subject, make any other necessary changes/additions, and click Email.
   
6. Close the window by clicking the X icon.
7. The client will get an Email with the client portal link.  Once they click the link, and sign in, they can click the Shared Documents link to view these documents.