If a client's portal is activated, you can share documents with them.
To share a document a client will see in his or her portal:
- Navigate to the Documents Tab of a case. 
- Locate the document that needs to be shared with the client. 
- Click the arrow at the end of that document's row. 
- Select Edit Details from the drop-down menu. 
- A pop-up window will appear. 
- Under Document Category, select Client Portal from the drop-down menu. 
- Click Save. 
- The document will be visible on the Client's Portal. 
