Objectives
- Add Watchers in the Client Portal ( who have access to shared items in the portal)
Steps
Adding watchers to any matter or contract in the client portal requires the clients to belong to the same organization.
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Watchers can therefore access these matters and contracts from their client portal page.
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Learn more about managing the Client Portal here. |
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
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