Article

Receiving Documents Sent by an End User via the Virtual Cabinet Portal

This article explains what happens in Virtual Cabinet when a client/end user sends or returns a document through the Virtual Cabinet Portal.

When your client sends a document through the Portal, it will land in your intray in Virtual Cabinet. If the client included a message when sending the document, that message will appear as a note alongside the document in your intray.

 

If you are not seeing documents sent by a client in your intray, confirm that the document was sent to your Portal account and contact the VC Support team if the issue persists.

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