Lexzur
Child pages
  • How to Share Contracts/Documents with the Client Portal




Versions Compared

Old Version 15

changes.mady.by.user Caroline Moraod

Saved on

compared with

New Version Current

changes.mady.by.user Caroline Moraod

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Anchor
share matters with cp
share matters with cp

  • Share

    Matters/

    Contracts with Clients:

To share a contract with your clients via the client portal. Open the contract you wish to send, from the main application.

...


Need More Help?

Video Tutorials

Learn new skills through our comprehensive video tutorials.


Watch Now

Contact Us

Submit a request for assistance from our dedicated support team.


Get in Touch