The Jubilee document portal allows you to receive sensitive documents from your client directly rather than through e-mail or fax, or even hand delivery.

 

Once their Jubilee portal is set up, they can log in using their own password and upload the requested documents directly.

To make this happen, you would first enable the portal in their case in Jubilee and send them an invitation to log in along with the documents you are requesting from them.

The documents they provide are saved in a secure
location in their case labeled Document Requests.

Client Portal-shadow

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The following features and issues were added/addressed in Jubilee.   1. User requests Added Support...