Tags: client portal
Re-sending a Client Portal Invite to an External Client
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Access the file
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Double-click the green (active) Portal icon
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Double click the client's name
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Remove the check box by Allow the contact access to the portal
You will receive the following warning.
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Click Ok and then OK again to exit the screen
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Save and Close the file
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Open the File
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Select the Portal icon
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Double click the Client's name
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Select to Allow access and check off the files you wish to share
Files that say NO to the valid Default path will not be sharable for any documents
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Select the checkbox beside Allow access
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Select re-send Invitation
An email will be auto-composed to that client's email address and will remain in your Outlook Drafts folder until you choose to send it.
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Please note that Abacus Next\Gavel & Gown does not have any ability to change\re-set passwords for your clients or re-send invites. This will have to be done by someone at the firm.
For more information on Client Portal please review the video link below:
Amicus Client Portal Amicus Client Portal
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