Migration Manager User Manual
Topics
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Using the Secure Client Portal 19
- 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 6
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How to use the Secure Client Portal 6
Other Resources
Things to do First
- Installation and Setup
- Getting Started Guide
Working with Files
- Creating and Editing Files
- Emails & SMS
- File Notes
- Letters and Documents
- File Management
- Secure Client Portal
- PDF Questionnaires
- Web Questionnaires
- Forms and eLodge
- Reports
- Webleads
Accounting
- Accounts Setup & Settings
- Using Accounts
Admin, FAQ and Support
- File & Help
- Schedules
- Tools
- FAQ
- Support & Updates & Legal