Portal Chat

Created by Allison Cloyd, Modified on Tue, 24 Jan 2023 at 03:46 PM by Robert Butler

This article will show you how to use the portal messaging system.
You can send and receive chat messages with portal participants. Portal participants can be anyone you choose to be. It can be a client or even the defense/prosecutor if you need to share messages or documentation.

Portal messages will appear under the "Messages" tab when accessed by an external invitee.

Messages tab in the client portal

 

Setting a Status Message 

To set the current status of the matter that the client will see under the "Status" tab, check the box when sending a message. That message will then appear in the message list and also as the status message.

Status in the client portal

 

Portal Notifications for users

NOTE
Only the assigned user on the matter will get an email notification when the client sends messages or uploads documents.

 

Alert bar "Portal Chat" notifications will be created each time the client portal is updated. These notifications will be visible to the user the matter is assigned to. 

Portal notifications in the notification centre/bar

Any system users with the appropriate permissions can access a matter's client portal, upload documents, and use the chat function.



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