How do I share a document with a client family or referral partner securely?

When you need to send a file from a contact's Documents, you have two options: a secure share link with the access level you choose, or the client portal, where the contact can view your files and upload their own.

Note: some of these options may not be turned on for every account. If you do not see them, Submit a ticket.

Option 1: Create a secure share link

1. Open the contact and go to the Documents tab.
2. Click the three-dot menu next to the file and select Share link.
3. Choose a link type (see the table below).
4. Set an expiration date and decide whether to allow downloads.
5. Click Create or Generate link, then Copy link.
6. Send the link by email or text. If you use a password, send it separately.

For anything personal, use a one-time passcode or password link with a short expiration and downloads turned off. New links are private by default.

To check a link later, open the file's details from the Documents tab to see its link type, expiration, download setting and access history.

Option 2: Share through the client portal

The contact must have client portal access first.

1. Open the contact and go to Documents.
2. For a new file, click + Add, upload it and turn on the client portal sharing option. For an existing file, click its three-dot menu and select Share to Client Portal, then confirm.
3. Check that the file shows as shared.

The contact gets a portal notification when a file is shared.

Files the contact uploads

Contacts can upload files from the documents area of the client portal. You will find them on the contact record under Documents, then Received, then Client Portal. To alert your team automatically, build a workflow with the Client Portal File Uploaded trigger.

Stop sharing vs. delete

• Stop sharing: use the file's sharing controls to remove portal access. The file stays on the contact record.
• Delete: open the file's menu and select Delete. This removes the file entirely.

Good to know

• Files attached to notes are private by default going forward. Older note attachments keep their previous public setting, so create a new private link if needed.
• Contact documents are separate from the proposals and contracts feature used for e-signatures.

Have a question about your own account? Submit a ticket and our team will follow up.