• 9/25/26

Filevine's Client Portal: How Clients View Links and Upload Documents

In this walkthrough, Optimizer Jordan shows what it looks like for your clients to receive links and upload their own documents in the Client Portal. She also outlines the difference between one-way and two-way share links, based on whether the client should only view or also be able to upload documents.

Next

Free Help Wednesdays: Filevine Report Fusions and Settlement Projection Worksheets