This section describes how to add a matter to the Secure Client Portal and notify your client of their access details.
Suggestion - when you first use the portal, you might like to set up a dummy matter with your own email address and add that matter to the Portal. That way you will be able to log in to the portal yourself and see exactly what your clients will see when they use the Portal.
1. Open the Matter
To activate the Portal for an email, you must first open the relevant Matter. Select the Matters button on the Main Toolbar and select your Matter.
2. Select the Portal button
Once the Matter is open, select the Portal button the the Main Toolbar.
3. Select options for turning on the Portal
When the 'Turn Portal On' window appears, select the desired options for email addresses:
- Select the email address for where the initial login details will be sent.
- Select an email address to always be copied to for emails from the portal (optional).
- Select the Staff Member who's contact details will appear on the Portal.
4. Activate the Portal
Click the Active button.
5. Complete the 'Email To' window
Once you have clicked Activate, the Email To window will appear. Confirm the details are correct and you are happy with the message, then click Create Email.
6. Send the email to your client
MM will have now created a message in your Microsoft Outlook ready to send. Click the Send button as normal to send the email to your client.
