How can I share documents with my Clients through CARET Legal?

Documents can be shared within CARET Legal as Email Attachments or they can be shared via the Client Portal.

To send an Email as an Attachment

1. Click the Documents icon on the navigation bar to display your list of documents.
   
   
   
   
2.  Hover over the date to display the More Actions icon, then select Email as Attachment from the drop-down list.
   
   
3. An Email modal displays with the Document attached.
   
   
   
   Complete the fields:
   
   
   • Enter or select a Matter/Lead from the drop-down list.
   • Enter or select a Recipient in the To field from the drop-down list.
   • Enter a Subject.
   • Enter the body of the Email in the main screen and add a Signature if one is available.
     
4. Click Save as Draft, Send Registered or Send.
   
   Or, 

1. Click the Email icon on the navigation bar to display your list of Emails.
   
   
   
   
2. Click Compose to display a blank Email modal or click Reply on an existing email.
   
   
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3. The Email modal displays populated.
   
   
   
   
4. Enter your return message and click Attach, then select an option from the drop-down list to browse for the document you would like to attach.
   
   
5. Click Save as Draft, Send Registered or Send.
   

To Share via Portal

1. Click the Documents icon on the navigation bar to display your list of documents.
   
   
   
   
2.  Hover over the date to display the More Actions icon, then select Share via Portal from the drop-down list.
   
   
   
   
3. The first screen of the Share Document via Portal wizard displays. Enter or select a contact(s) from the drop-down list in the CONTACTS field, optionally enter a MESSAGE, then click NEXT.
   
   
   
   
4. If there is a PHONE NO. and EMAIL in the system for the Contact(s) selected in the previous screen, these fields will be auto-populated. Otherwise, enter the required information.
   
   
   
   
5. Click SHARE to return to the Documents list where a message displays informing you that the Document was successfully registered and shared, and the contacts have been updated.
   
   
   
   
6. If the Contact does not have a Caseway account, an invitation via email is sent.  They simply have to click REGISTER ACCOUNT in the email and enter the activation code sent via Text in the field provided, then click Activate.
   
   
   
   
7. Then enter a Username and Password in the next screen and click Register.
   
   
8. After the Contact registers an Account, the document will be available in the Client Portal.