Set up integration with NetClient CS

Before you begin, you might want to read an overview of the licenses needed for integration with NetClient CS.
  1. Select
    Setup
    , then
    Client Communications
    .
  2. Enter the
    Firm email address
    .
  3. Enter your client's
    Email address
    .
  4. Review the
    Return Delivery
    and
    Organizer Delivery
    columns.
  5. For clients you want to send to the portal, select
    Web
    from the dropdown list.
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