This section describes how to request a Document from your client via the Secure Client Portal. The Documents that you request are selected from the items you have listed in the selected Client's Progress tab.
IMPORTANT: You must have items in the Progress tab of the Matter to be able to add these items to the Portal. For details on how to add Progress Items, see Progress Items - How to add a Document and Task Checklist to a Matter.
1. Open the Matter
Before you can add a Document Requests to the Portal, you must open the relevant matter. To open a matter click the Matters button and then select the Matter to open.
2. Go to the Progress Tab
Select the Progress Tab.
3. Select the Documents you want to request from your Client
Choose which documents you would like to request from your client. To select multiple items, hold down your Ctrl key on your keyboard and select the various documents with your mouse.
4. Choose how to send the Documents to the Portal
Right-click on the documents to send, then choose between:
- Add to Portal. Simply add the document requests to the client's Portal.
- Add to Portal and Notify => Notify Client by Email. Add the document requests to the Portal and create an email message to notify your client of the request.
- Add to Portal and Notify => Notify Client by SMS. Add the document requests to the Portal and create an SMS message to notify your client of the request (This method can only be used if you have configured your SMS provider details in MM).
For this example we will Add to Portal and Notify => Notify Client by Email.
After selecting Add to Portal and Notify => Notify Client by Email, the 'Email To' window will appear.
5. Confirm all details are correct, then click Create Email.
Once you have confirmed the details of the message are correct, click Create Email.
6. Send the Email
MM will now create an Email in Outlook ready to be sent to your client. Once you are happy with the email, click Send in Outlook as you normally would.
7. Client's View
If the Client logs on to their Client Portal, they will see the Documents which have been requested from them. They can then upload the requested Documents by clicking the 'Upload' button.
Note: The upload limit for a document request is 5MB. This is to keep in line with Immi’s own policy of 5MB.
There is also a maximum of 200MB across all files in a Migrant’s Portal
Tip: Documents you have sent to the Portal will show an amber icon in the far-right column of your Progress tab. You can view the Status description by holding your mouse over the icon.
