Skip to main content
All CollectionsCASE Client Portal
Add Photos to the Client Portal
Add Photos to the Client Portal
Updated over 6 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.

Screenshot 2023-09-21 at 5.39.44 PM.png
  • Click the arrow at the end of that photo's row.

  • Select Edit.

Screenshot 2023-09-21 at 5.40.07 PM.png
  • A pop-up window will appear.

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

Screenshot 2023-09-21 at 5.40.41 PM.png
  • Click Save.

  • The photo will be visible in the Client Portal.

Did this answer your question?