Skip to main content
All CollectionsSettingsShared Documents
Sharing documents/files with your clients
Sharing documents/files with your clients
Roy avatar
Written by Roy
Updated over a week ago

Shared Items is a convenient way to share your common documents to all your clients. Once uploaded and shared, your clients will be able to view and download these documents when they login to the Client Area or through the Mobile Apps.

Head over to Settings then Shared Items. In here you can manage your documents & files, as well as optionally share these out with your clients by ticking the 'Shared' box next to each document:

Allowed files: jpg, jpeg, png, gif, pdf, doc, docx, ppt, pptx, pps, ppsx, odt, xls, xlsx, txt, rtf. 

File size limit: 20MB.

If you prefer to only share files with specific/individual clients, instead of to all clients, you can do this directly from within the Client's Profile (found in the Clients area.)

Did this answer your question?