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Client Portal.mp4

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.

 

Continue to Matter Customization & Automation =>

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