This document explains how to publish documents securely to clients using the Virtual Cabinet Portal, including optional signing, document return, and automatic retraction settings.
Step 1: Locate and Select the Document
In Virtual Cabinet, run a search to find the document you wish to send to your client. From the search results, select the relevant document.
Step 2: Open the Portal Publishing Window
Right-click the selected document and choose Portal Publishing from the context menu.
Alternatively, use the Portal Publishing icon in the toolbar at the top of the screen.
This will open the Portal Publishing window, where you configure the details of the publication.
Step 3: Enter Recipient and Document Details
In the Portal Publishing window, enter the client’s email address in the To field and confirm or edit the Document Name as required.
If you want the client to sign the document, tick the option to request a signature.
If you want to allow the client to return documents to you through the portal, tick the option to allow document return.
You may also add an additional message for the client in the message area to provide context or instructions.
Step 4: Configure Document Retraction Settings
If required, set a retraction period for the document. This defines after how many days the document will automatically be withdrawn from the client’s portal so they can no longer access it.
Use this option if you typically want documents to be available only for a fixed time (for example, six months or one year), after which they are automatically removed from the portal.
Step 5: Publish the Document to the Portal
Once all information and options are configured, review the details and then select Publish to send the document.
The client will receive an email notification that a document has been sent, prompting them to sign in and set up their portal account (if needed), view the document on the portal, and complete any required actions such as signing or returning documents.