{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/da6c1dde1caa4a2692e6f0029b86c4a1\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/da6c1dde1caa4a2692e6f0029b86c4a1-ca501c021c1dd513.gif","duration":623.48,"title":"Secure Document Requests and Sharing in Firm 360 📁","description":"In this video, I walk you through how to securely request and send documents from clients using Firm 360. We differentiate between clients with portal access and those without, explaining the steps for each scenario. I demonstrate how to request documents, including the importance of clear titles and optional checklists, and how to send files securely, whether through the client portal or via secure email links. I encourage you to utilize these tools to enhance security and organization in your document management. Please take a moment to review the help articles linked in your training materials for more detailed information."}