Pleadings & editor · Teilen und mobil
Sharing without portal access: the dialog says what is missing
Enlarge imageIn a case file without client portal access, sharing does not simply go nowhere. The dialog states in a yellow notice that no client has access yet and that the release would otherwise reach nobody, and it offers "Invite clients". The levels and the note can already be prepared. If you want to work entirely without the portal, use "Send for review" with a link instead; the images in the "Collaboration & approval" category show the individual steps.
To the feature: Client portal →
All recordings use fictional sample data – no real cases, people or file numbers. AI output can contain errors and does not replace legal advice.
