Getting Started

The first step in sharing a file with a client is by of course uploading a file to Docketwise for the client! If you do not yet have an understanding of how to do this, make sure to click here to learn more.

Second, we need to make sure that the client is set up with access to their Client Portal. If you have not done so yet, click here to learn more about creating a Client Portal for your client.

Once you have the file uploaded and the Client Portal active, you will be ready to share (or un-share) a file with a client through their portal.


Sharing a File

In order to share an File to a client's portal, you will need to follow the steps below:

  1. Navigate to your client's dashboard page (or respective matter dashboard page of the file associated with the matter)

  2. Click the Files tab

  3. Select the checkbox on the left for each file that you would like to share

  4. Click the More Actions dropdown button

  5. Select the Share to Portal option

  6. In this dialogue box, make sure that you have selected the correct client

  7. Click the Submit button


Un-Sharing a File

In order to un-share an File to a client's portal, you will need to follow the steps below:

  1. Navigate to your client's dashboard page (or respective matter dashboard page of the file associated with the matter)

  2. Click the Files tab

  3. Select the checkbox on the left for the file that you would like to un-share

  4. Click the More Actions dropdown button

  5. Select the Share to Portal option

  6. Click the Trash Can icon to un-share a previously shared file

  7. Confirm that you would like to proceed with removing the file from the Client Portal

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