Add or change a client email address

Save the email address Matter uses for the client's portal access and document reminder emails.

Before you start

• The client has a contact record in Matter.

1. Find the contact

Open Contacts and find the client's contact record.

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1. 1 Select Contacts
2. 2 Find the client
3. 3 Select Edit

2. Enter the email address

Add or replace the email address saved for the client.

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2

1. 1 Enter an address under User account email address
2. 2 Select Save changes

3. Confirm the email address

Confirm that the new email address appears beside the client.

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1. 1 Check the saved email address

Related help

• Give a client access to a document group
• Schedule document reminders