The client portal gives you secure, real-time access to your Matters in our system. Here are some common questions and answers to help you better understand the portal.
Question: Can members of the client portal see other member's activity in the portal?
Answer: No, the client portal will not show recent activity to other members of the portal. For example, Douglas and Holly both have access to the client portal. Douglas already viewed the documents folder, but Holly will not be notified of this activity. Only users within Actionstep will see the Recent Activity of the client portal.
Question: What will happen to the client portal if I close a matter?
Answer: You cannot close a Matter if the client portal is enabled for a user. If you try to close your Matter with the portal still enabled for a user, you'll receive a message stating you have a portal user on this matter (see screenshot):
Question: If I email a document to a client (outside of the client portal), will it also be sent to the client portal folder?
Answer: Unfortunately, this isn't an available function at the moment. If you are emailing the client a document through Gmail, Outlook, etc., it will not automatically upload to the client portal folder. You will have to send documents to the client through the portal.
Question: I have placed multiple documents in a subfolder inside the portal folder, but my client can't see the files?
Answer: Unfortunately, client won't be able to access subfolders inside a portal folder, a solution for this would be to zip the subfolder and this would allow the client to unzip the subfolder and access the files inside.