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Pro-Tip: 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
Steps the firm must follow to send a document to a client/prospect:
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Note: Each Prevail user can choose to display Portal Documents Sent and/or Portal Documents Received on the History tab (in addition to the Portal tab) by clicking ‘Options’ in the upper-right of the History tab.
6-9 Training Track
Video 3: something else