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Note: In addition to documents, you can exchange other types of files, such as photographs, with your clients/prospects using the Portal.
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Instructions
Go to the Portal tab in Prevail.
Click the 'Add Documents' drop-down button, and select the client/prospect to whom you want to send a document.
A window displays, listing entries from the History tab that have files attached to them.
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Updating Client Information in Client Portal, Messaging in Client Portal, Client Portal Matter Status, Client Portal Setup and Use