Jump to content

Sharing Internal Documents in Portal


Recommended Posts

  You can now share internally generated documents with the client through the portal. Before, you had to scan in documents to share in the portal. You can toggle sharing from the files tab via the  "P" button. "Red" means NOT shared while blue denotes "SHARED".

Clients can view, print, or download shared documents but cannot edit or change the original document.



Link to comment
Share on other sites

Join the conversation

You are posting as a guest. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.

Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

  • Create New...