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Add Photos to the Client Portal

Updated over 11 months ago

How to share photos with the client via the Client Portal. Here's how to activate the Client Portal.

  • Navigate to the Photos Tab of a case.

  • Locate the photo you want to share with the client.

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  • Click the arrow at the end of that photo's row.

  • Select Edit.

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  • A pop-up window will appear.

  • Under Tags, select Client Portal from the drop-down menu.

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  • Click Save.

  • The photo will be visible in the Client Portal.

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