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:
- 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.
- Click on the Documents tab to view the list of documents, then check off all of the Documents or Invoices you wish to share.
- Click on the Multi-Select option that displays and select Share via Portal.