How to deliver, manage and view your client documents

CaseDriver provides your firm a general Portal Link and Folder, which can be used as you wait for the individual portal to be created.
After you schedule your client for their CIM, CaseDriver will create a custom portal for your client and provide them the link and instructions but you may have documents that you need to move in the meantime. The General Document Portal for your firm is set up for this purpose.
Your general portal may be accessed and viewed using two methods.
Method 1: From within the client's case, click on the Attorney Tab. Under your firm's contact information, look for the green and blue buttons labeled "View General Document Upload Folder" and "Open General Document Portal"
Method 2: Look to the top right corner of the screen to see your name. Click on your name and from the dropdown menu, click on My Profile. Under your firm name, you will find the blue and green buttons described above.
NOTE: When you enter a new client into CaseDriver using the open folder icon, the client will immediately receive an email with a document list and portal link that allows them to send documents into this general folder.
IMPORTANT: Do not send documents by email or text to CaseDriver. By using the general portal link and the custom link described below, you will allow the entire CaseDriver staff to access your client's documents.

After you have scheduled your client for their CIM, CaseDriver will create a customized set of folders and portal for the client.
The client will be told to begin using this portal. Throughout the life of the case, the client will receive multiple emails with this custom link included.
You can view and download the documents for the client by clicking on the Documents Tab from within their case.
IMPORTANT: ONLY use this link found on the Document Tab to send client documents to CaseDriver. After this portal is created, do not use the general portal link described above.