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Client Portal.mp4

https://support.actionstep.com/support/solutions/articles/150000097610-client-portal-overview 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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