Rejecting a Portal Document
Using the Secure Client Portal, you can request documents from your client. However, there may be occasions where a client will send you a document that is either incorrect or unclear. When this happens, you can reject the document and notify them that they need to re-upload the document.
There are 2 ways to Reject a Document.
1.1. Open the Documents tab of the Matter
1.2. Find the Document, then Right Click => Client Portal
- You have 3 options:
- Reject Portal Document. This will simply reject the document. Good for if you have already discussed with the client that you are rejecting the Document
- Reject Portal Document and Notify Client by Email. This will Reject the Document and create an Email for you to notify the client that the document has been rejected.
- Reject Portal Document and Notify Client by SMS. This will Reject the Document and create an SMS for you to notify the client that the document has been rejected (providing your SMS Gateway has been enabled).
1.3. Once you select the option you want, you will be asked to confirm that you are rejecting the Document. Click Yes.
1.4. If you chose to also notify the client, you will then be asked to enter a rejection message. This will appear on the Document link so the client knows why it has been rejected. Complete the message, then click OK.
1.5. An email will now be generated ready to be sent.
2.1. Open the Progress Tab of the Matter
2.2. Find the Progress Item, then double click to open the Progress Item details Window. Then select the Documents tab
2.3. Right-click on the Document.
You have 3 options to reject:
- Reject Portal Document. This will simply reject the document. Good for if you have already discussed with the client that you are rejecting the Document
- Reject Portal Document and Notify Client by Email. This will Reject the Document and create an Email for you to notify the client that the document has been rejected.
- Reject Portal Document and Notify Client by SMS. This will Reject the Document and create an SMS for you to notify the client that the document has been rejected (providing your SMS Gateway has been enabled).
2.4. Once you select the option you want, you will be asked to confirm that you are rejecting the Document. Click Yes
2.5. If you chose to also notify the client, you will be asked to enter a rejection message. This will appear on the Document link so the client knows why it has been rejected. Complete the message, then click OK.
2.6. An email will now be generated ready to be sent.
What Does the Client See?
When the client logs into their Portal, then will see in the “Documents Required From You” section the Document with a Rejected Status.
When they click on this Document they will see the reason the document was rejected as well as the opportunity to browse and upload a new file.
