Secure Client Portal
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Setup and Preferences
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Using the Secure Client Portal
- Activating the Secure Client Portal for a Matter
- How to send a Web Questionnaire
- Requesting a Document from your Client via the Secure Client Portal
- How to send a Letter or Document via the Secure Client Portal
- How to send a Form via the Secure Client Portal
- How to send and request multiple documents in one Message
- Receiving Messages and Documents from the Secure Client Portal
- Understanding the Secure Client Portal Symbols
- How to Resend the Portal Logon Details
- Disconnect a Client from Portal
- Viewing Portal Activity / History
- Re-Downloading a Document from the Secure Client Portal
- Rejecting a Portal Document
- Changing a customer’s email address for Portal
- Updating the Contact details on Portal
- Updating your Portal Logo
- Enabling and Enforcing 2FA/MFA
- How to handle Portal Refresh Errors
- Resetting MFA/2FA
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Encrypted Portal Messaging
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How to use the Secure Client Portal