Client Portal: Document Sharing Feature

Planned

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Karima Muhammad

• November 22, 2016 16:09

Hi, I would like to see the client portal offering document sharing. Client should also be able to see updates to their case or project. This would help to automate client registration and management of data. 

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  Patrick Vernallis

  • August 28, 2017 14:57

  This is a feature we are planning to implement in a future update to the Client Portal. This new feature is still in the early stages of development planning and a timeline is not yet set, however we will be sure to alert all users as soon as Document Sharing within the portal is available. Please feel free to reach out to Support with any further questions of ideas for this feature. Thanks!

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  Michal Dudkowiak

  • August 05, 2017 16:59

  I agree ! we are also missing that. 

   

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