Files and signatures
Share a library file with your clients
Admins onlyAll plans
Make a file available to every client from the Documents button on their portal.
Where:SidebarFile Library
- Select File Library in the sidebar.
- Select the Edit icon on the file's row.
- Turn on Share with clients.
- Enter a Client-facing Description if you want to tell clients what the file is.
- To show the file at the top of the client's portal as a document to review, turn on Show during onboarding.
- Select Save.
Good to know
- Every client of your business can open a shared file, whether or not it is attached to one of their tasks.
- Turning off Share with clients also turns off Show during onboarding.
- Sample files show a message that they cannot be shared with clients.
Related
- Organise shared files by categoryGroup the files you share with clients under headings so they are easier to find.
- Attach a library file to a taskGive the client a document from your File Library to read or review with a task.
- Add a file to the File LibraryUpload a document once so you can attach it to tasks or share it with your clients.
- See the documents a client can openSee which of your files a client can open from their portal, and where they find them.