Once you have invited a client or colleague to set up an account in Caseway, that individual can upload documents and also view documents that you’ve shared with them
- Your client will want to log into Caseway and locate the button on the upper right labeled "Upload." From here, they will be able to choose the matter that corresponds to the document, and drag and drop or double click in the white box that appears to upload. This will send the document back to the firm. You will receive an email notification each time a document is added by your client.
- Documents shared by your client will appear in the Documents tab of the accompanying matter under the "Shared with me via Caseway" button along with the number of documents they have shared:
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