Your client can upload a document to you from client portal to Cosmolex. The document will be shown in a client portal documents folder within Cosmolex.
To do this:
- First, the client would need to be signed into the client portal as shown below:
- Once signed in, on the left-hand side, click on documents section
- Next, in the documents window, click upload
- In the Upload File window, click select files
- Choose the file/s you want to upload and click open
- When ready, click Upload
- You will then see the file you uploaded in the Documents window.
Note: The firm will be able to view the document under client portal documents folder under Documents tab in Activities or Matter Details in the client matter folder.