Share files with a client

Send clients the right file in a way that is easy for them to open, and keep it private from everyone else.

StepsCopy Anchor Link

1. Open Files and select Upload Files to add the file. Give it a name your client will understand, such as "Brand guidelines v2.pdf". See Upload files.
2. Open the file's action menu and select Share.
3. Under Share with, choose Client portal to put it in your client's portal, or External link for anyone who has the link.
4. For Client portal, choose the client's contact. For External link, keep the access level on View, and add a Password or expiry date if the file is sensitive.
5. Select Share, then select Copy link and send it to your client. See Share files.
6. Open the link in a private browser window to check that the right file opens.

You're done when your client can open the file from the link or from their client portal.

Sharing files for a projectCopy Anchor Link

If the file belongs to a project you share with the client, add it to the project instead. Open Productivity › Projects, open the project, select the Files tab and select Upload file. Each file shows Clients see this or Team only; select it to switch. See Project files.

Good to knowCopy Anchor Link

• Shared the wrong file? Open Share again and select Revoke to stop the old link, then share the right file.
• Previews count toward an external link's download limit, as well as downloads.
• To send a file with an invoice or proposal, attach it to that record instead. See Attach files to records.

RelatedCopy Anchor Link

• Files
• What your client sees
• Client portal