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Dakota Martin

Dakota Martin

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https://youtu.be/qzaoIY87DTcClient Portal.mp4

Info

https://actionstep.zendesk.com/hc/en-us/articles/360052517093-Client-Portal in Actionstep Help Center

 

Hands-on

  •  Setup a Client Portal in a matter with yourself as the portal participant.
  •  Send messages via the Client Portal in Actionstep system.
  •  Send messages via the Client Portal from the Client Portal access.
  •  Upload documents via the Client Portal from the Client Portal access.

 

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