How to send a Letter or Document via the Secure Client Portal
When you have merged a Form in Migration Manager, you will need to send it to the Client for their review. The following article sets out how to send merged Forms via the Secure Client Portal.
Note: The method of sending letters and documents to the Portal has changed as of MM Version 8.5.3. This article has been updated with the new method.
1. Generate the Letter or Document
For instructions on how to generate a Letter or Document from a template please see: How to merge a Template Letter
2. Open the Documents tab
Now go to the Documents tab of the matter on which you want to send the merged document. Merged documents/letters are saved in to the Letters Out folder.
3. Select the Document, Right Click and select Upload to Portal
After you have selected the letter or document you wish to send via the Portal, right click it and from the context menu choose Upload to Portal.
The Portal Messaging window will now appear along with a list of the items you have selected to send.
Tip: You can add additional documents to the message by dragging and dropping them on to the Attachments section of the message.
4. Add Message details
To send the message to your Client with the attached documents, give the Message a subject and insert any relevant instructions in the body of the message.
5. Select additional options
When you upload a Document/Form to the Portal, you can elect for additional things to occur:
5.1. Request a Document from Client
This option allows you to also to request a document back from the Client via the Portal. This request will be linked to an item in the Progress tab for this matter. To find the relevant item in the Progress list that you wish to link to you can:
- Use the dropdown list which will show a list of all documents/forms currently show on this matters Progress tab; or
- Use the + button to create a new document/form entry on the Progress tab for this matter.
5.2. Mark a Progress Item as Complete
This option allows you to also to mark a task on the Progress tab for this matter as having been completed. To find the relevant item in the Progress list that you wish to mark as complete you can:
- Use the dropdown list which will show a list of all tasks currently show on this matters Progress tab; or
- Use the + button to create a new task entry on the Progress tab for this matter.
5.3. Notify Client that New Documents are Available
Selecting this option will generate an Email to the client to notify them that you have uploaded a document to the Secure Client Portal for them to review.
6. Click Send Message
To finish, click the Send Message button.
The document/form will now be upload to the Secure Client Portal via encrypted message.
7. Send notification email
If you have selected the option to Notify Client, Migration Manager will also generate an email for you to review and send to the Client to notify them that you have uploaded documents for their review.