Sharing documents with clients through the portal can be an efficient and secure way to collaborate.
Here's a step-by-step guide on how to share documents with clients using FastVisa:
Ensure the Client is Added
Make sure that the client's information is added to the client's module in the intended case.
Upload Documents
Upload the documents you want to share with the client in the supporting documents module. This module likely allows you to organize and manage all the files related to a specific case.
Set Document Visibility
By default, all uploaded documents are set to 'not visible' status by the system to ensure privacy and control over access.
Edit Document Status
Locate the document you want to share and click on the edit icon.
Enable Visibility for All Case Participants
Within the document's edit modal, look for a checkbox or setting that allows you to make the document 'visible to all case participants.' This will ensure that all clients that you've added in the client's module can view the document.
Update Document Status
After ticking the checkbox, click the update button to apply the changes. The document's status will now be changed to 'visible.'
Following these steps, the document will be accessible to client through the case portal and client portal.
By having these documents accessible through the portal, clients will be able to conveniently view and interact with the intended files, promoting collaboration and efficient communication between your law firm and the client.
Remember, security is crucial when sharing sensitive legal documents. Ensure that your chosen portal or platform complies with necessary security standards and that clients' access is appropriately managed and protected. Always inform the client about the portal and the availability of documents for review.