How to: Use My Projects portal

Off-platform/non-Dazychain users can now interact with a simplified, restricted portal called My Projects. My Portal enables sharing of matters, intake forms, comments and documents.

Off-platform collaborators can be invited to exiting matters or automatically included to follow the status of a matter created via intake.

  Note

Off-platform users will only be able to automatically access details that they submitted via the form. Dazychain users can adjust visability.

Intake form

1. Select My Intake forms from the panel
2. Select the form name from the available options, access draft intake form submissions or access the projects of previously submitted forms
3. When an intake form is selected you will be directed to the Intake tab to complete the form
   

My Projects

1. Click on My projects from the menu banner
2. Select the project you want to view under My projects panel
3. Click Details tab to see more information about the project if available, depending on your access you may also have the ability to edit
   
4. If documents are available they will appear under the Documents tab
   1. Select the edit icon next to the document or document name to edit online
   2. Select the download icon to download a copy
   3. Upload your documents by drag-drop or Browse to attach files button
5. Add and review comments on the project under Comments tab
   1. Enter your comment in the space provided
   2. Type the @ symbol and start typing a collaborators name or Click on the green @Mentions button to select someone from the list of available project collaborators
   3. Select the name from the list of project collaborators
6. To attach/reference or reference a document in your comment click Attach
7. Select an existing document or upload
8. Click Done
   
9. Click the Send button when finished