As a law firm user, RightHub makes it simple to share documents securely with clients and external users while keeping sensitive files private.
Navigate to the Documents tab (1) within a case and find the document you want to share. This is also available from the Documents list (2).
Scroll to the right-hand side of the document list. Toggle client facing to ON. The toggle will turn blue. The document is now externally visible to the client.
Only documents with client facing enabled will be shared.
Keep private documents internal-only by leaving the toggle OFF. The toggle will be grey.
