We have expanded the Client Portal's capabilities to enable you to invite clients while sharing specific 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 displayed on the right-hand side, each accompanied by 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 do not want the contact to have access to the Client Portal, you can click the X to return to the previous screen.
If a contact does not have an email address in MyCase, you will be prompted to enter an email address for the contact.
Note: Clicking Grant access will give Client Portal access to the contact, regardless if the item is subsequently shared with the contact or not.