Can I share Multiple Documents at once?

  • Updated
Would you like to securely send more than one Document or Invoice to your clients through CARET Legal?
To share multiple Documents and Invoices at the same time:
  1. Navigate to the Matters section, then click on the Matter No or the New Tab icon in the far right of the row to open the Matter details.
  2. Click on the Documents tab to view the list of documents, then check off all of the Documents or Invoices you wish to share.

  3. Click on the Multi-Select option that displays and select Share via Portal.

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