We have expanded the ability to enable the Client Portal to allow you to invite clients while sharing certain items. You can now enable your clients for the Client Portal when adding an invoice, document, or event, which will give them access when it's time to share an important item with them.
When you are on the Add Document screen, all contacts associated with the case are presented on the right hand side with a checkbox.
If you check the box next to a contact that does not have access to the Client Portal, you will be prompted to grant access.
If you don't want the contact to have access to the Client Portal, you can click the X to be brought back to the previous screen.
If a contact doesn't have an email address in MyCase, you will be prompted to input an email address for the contact.
Clicking Grant access will give Client Portal access to the contact, regardless if the item is subsequently shared with the contact or not.