The Connections page contains a list of all of the connections in your Viewabill account.
To open the Connections page, click the Navigation Toggle and select Connections from the navigation pane.
You can quickly filter your connections by clicking the following tabs:
- Pending Sent shows clients that have been sent invitations to connect. On this tab, you can resend or withdraw an invitation to a firm.
- Pending Received shows clients that have sent your company an invitation to connect as a firm. On this tab, you can accept or reject a connection.
- Completed shows all completed invitations. On this tab, you can share matters with the clients.
To view more information about a client, click the client name to open the Client User Detail page for the individual matter.
To search for a client in the list, click the search field and type your search criteria.