How do I share a file with a client or vendor?
To share a file with a client or vendor, go to the Files module and select the File you want to share. Here, there will be a person icon, if you click that it should enable you to show it in PDFs and share it with the client.
If you wish to email it to a client, then on the right, you will see three dots. Once selected, you will see a Send Email option and that should help you to send it to whoever you like to send it to.
Related Articles
How do I know what files I have shared with my client?
To know what files have been shared with Client, please go to the Menu and select Projects and find the Project you wish to check. Once here, go to the Files tab and go into Edit mode which is the pencil icon on the top right. Once there, check the ...
How do I send Login Credentials to my Client for use with the Client Portal?
To send Login Credentials to Client for Client Portal, go to the Menu and select Projects and pick the Project you wish to email the credentials to. Once here, go to the Client Access tab and click Email Login Details button to send it to their ...
Can my client pay their invoice online?
Yes, the client can pay their invoices online as long as the associated Contractor Foreman account is set up with WePay integration. If this is not done already, you can do it in Integration settings.
How do I enable or disable Client Portal access?
To disable Client Portal access, go to the Project and click on the Client Portal tab. You will see a check box called "Enable Client Access" Once this is unchecked, the client portal will be disabled. Within Project > Settings > Client Access, you ...
Is the Gantt view available for my client?
The Schedule will be visible in the client portal but the Gantt Chart will not be available for the client to see.