Lupl's WhatsApp integration allows you to send secure document links to anyone involved in a Matter via a managed WhatsApp account. The recipient can then view the document as well as view and make comments. The recipient does not have to create a Lupl account. Any comments made on a document are automatically added to the Matter record and saved to the Matter archive when a Matter is closed. This feature is accessible via iPhone.
Send Document for Comments
- Verify the recipient's WhatsApp phone number. Their number must include the country code.
- Make sure the recipient has been added to your mobile device as a Contact.
- Navigate to the Documents tab of the Matter.
- Tap the 3 pin menu on the Document you want to send.
- Click Send for comments and then select "via Lupl's WhatsApp."
- Press Open Contacts and select the desired contact.
- Press Send via Lupl's WhatsApp
Your contact will receive a message on WhatsApp with a link to the Document.
Managing Access to Documents Sent for Comments
Document links will expire automatically after 4 days, preventing the contact from viewing or commenting on the document. You can remove access to some or all users before this date or resend the link to a contact when their access expires.
Removing access
- On Mobile: Press the 3 pin menu and then Manage outside access.
- On Web: Press the orange shared status notification bar.
- To remove access to all users, press Remove All Access.
- To remove access to specific users:
- Press on the name of the user you wish to remove.
- Press Remove Access.
Note: Removing access does not delete any comments made.
Resending a link
- On Mobile: Press the 3 pin menu and then Manage Access
- On Web: Press the orange shared status notification bar on web.
- Press on the name of the person you wish to resend the link to.
- Press Resend Link.
Benefits
- Ease of access for clients - no need to install apps or create any accounts to view and comment on document.
- Easily meet record-keeping obligations. No more taking screenshots of WhatsApp - all comments on the document are pulled into the matter record and saved to the archive.
- Comply with security obligations - secure document links are far more secure than sending attachments.
- Works with your Document Management System - documents remain secure in your DMS.
- Keep your personal WhatsApp, personal. Everything is handled via a Lupl-managed WhatsApp account.
- Simple document management access. User access to documents can be added or revoked at any time.
Tips
- Ensure your documents are titled clearly before inviting outside contacts.
- The amount of outside contacts who can view and comment on a document is shown directly under the name of each document - click on this to see exactly which contacts have access.
- When managing access to each document, you can see who previously had access that has now been revoked.