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Do I need to create a matter for an invitee to be able to upload documents on the client portal?
Do I need to create a matter for an invitee to be able to upload documents on the client portal?
Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

You need to create a matter and share it with clients to allow them to upload documents.

The clients must first accept the invite and sign up to the portal to upload documents.
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Please follow the steps to share the matter with the client here.

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