To share an individual deadline with an expert, witness, or client follow the steps below:


Go to "View and Edit Deadlines"

Option 1: Emailed Report (Preferred)

Option 2: External Calendar Entry


NOTE:

Need to send multiple appointments across several cases?

See related article FAQ - Date Range report

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Option 1: Emailed Report

NOTE: Sharing this report allows the recipient to add it to their own calendar


View and edit deadlines > Select deadlines in the checkbox you wish to send


Click email > Send to yourself & forward with additional notes 

or

Email externally to send directly


or

Add-in only option:  While writing or replying to an email, click insert

*Sharing a chart allows the recipient to add it to their own calendar

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Option 2: External Calendar Entry

NOTE: This feature is a one way sync, so if your deadlines change, the deadlines will need to be shared again. We recommend using the Option 1 as the preferred method of sharing deadlines externally.


Select your deadline or appointment

Click "external"

Enter email and time zone