How does file sharing work in the client portal?
Upload files once and share them with specific clients. Clients can view and download files anytime without sending attachments via email. Perfect for contracts, certificates, photos, and any other documents.
File sharing through the client portal is simple and secure:
File Management
- Upload files directly to the portal
- Organize files in folders
- Share with specific clients only
- Control who sees what files
Supported File Types
- PDFs and documents
- Images and photos
- Contracts and certificates
- Reports and presentations
- Videos and multimedia
Client Access
- View files online instantly
- Download files when needed
- Access file history
- Search through shared files
Business Benefits
- No more email attachments
- No file size limitations from email
- Clients never lose important documents
- Centralized document storage
- Reduces "can you resend" requests
