When a document is shared with a client, they will receive an email alerting them of the newly added document in MyCase.
The email notification is in "digest style" because many documents are added in batches for clients. This will list all documents uploaded within the last 15 minutes, reducing the number of email alerts a client receives. Upon clicking on a document in their email notification, your client will be prompted to log into their Client Portal and will be taken directly to that document in their account.
An example of the email that is sent to clients when documents are shared with them
If your client logs in directly to the Client Portal and does not follow the email notification, they will see the document that was shared in their Recent Activity feed.
