This article describes the Portal Task Actions.
Cancel Portal Data Request
This task cancels a form sent to a Client or Contact
The specific form can be added to the task action by dragging and dropping from the list available.
Invite to Portal
This task can be used to send an invite to use Portal to a Client or Contact.
The Invitee type can be selected along with the Role.
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For more information regarding Invites to Portal see our guide: Inviting Clients and Contacts to Port |
Request Portal Data
This task is used to send Forms to Clients or Contacts through the portal to gather data.
The completed forms are then returned to Insight through Portal, where they can be reviewed.
Review Portal Data
This task will be automatically triggered when a Client or Contact returns a completed form using the Portal.
The data can be reviewed and accepted or rejected by the User.
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For more information regarding Portal tasks and options, see our guide: Setting up and Sending Portal Forms |
Share File on Portal
This task can be used to share a file through Portal to a Client or Contact.
The file can be chosen from the Matter Files when completing the task in Case Enquiry.
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For more information regarding sharing files on Portal see our guide Sharing a File in Portal |
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