How do I share a file with a customer through the Client Portal?

You can share files with customers through the Client Portal, allowing them to view and access the files you've shared.

To share a file:

1. Open the relevant Account, Project, or Opportunity.

2. Go to the Docs tab and open the file you want to share.

3. Click the three-dot menu (⋮) in the top-right corner.

4. Select Share with Portal.

You can also share files from Forms:

1. Open the relevant Form.

2. Find and open the file you want to share.

3. Click the three-dot menu (⋮) and select Share with Portal.

The shared file will be available for the customer to view in their Client Portal.