Send files to the client

Files you send to the client appear in their portal. There is no separate email to write.

Before you start

• The project needs a client with portal access.

Steps

There is no confirmation step, so check your selection first.

1. On the Files tab, open the item's … menu and choose Send to client.
2. To send several at once, tick them and click Send to client in the bar that appears.

What happens next

• The items show a Client badge.
• Every client with portal access to the project can open the items in their portal.
• Each client gets a portal notification, and an email at their next send time if they have not read it.

Stop sharing with the client

1. Open the item's … menu and choose Info, then Sharing & access.
2. Under Client, click Unshare.

The item leaves the client portal straight away. The client is not told.

Good to know

• Files go to every client on the project. You can't choose one client.
• Sending a folder shares the folder itself. Send the files inside it too, so the client can open them.
• A new version of a shared file is visible to the client as soon as you upload it.